Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Helios - India Rising PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.02%
6 Months
25.88%
5.63%
1 Year
19.47%
4.60%
3 Years
25.74%
14.51%
5 Years
—
12.90%
Since Inception
23.24%
19.56%
Fund Age
3 yrs 1 mo
6 yrs 4 mo
AUM
₹507.13 Cr
₹1,566.43 Cr
Alpha – 1 Year
16.49%
1.62%
Alpha – 3 Years
13.85%
2.62%
Information Ratio – 3 Years
0.94
0.58
Volatility – 1 Year
20.27%
21.65%
Volatility – 3 Years
18.08%
16.64%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
0.71
0.06
Sharpe Ratio – 3 Years
1.07
0.58
Worst Rolling Year
22.47%
12.32%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−20.60%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 41% · M 24% · S 29%
Number of Stocks
20
42
Portfolio P/E
45.78
—
Top 5 Holdings
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%