Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Invesco - Challengers
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%
1.41%
6 Months
25.88%
13.18%
1 Year
19.47%
2.91%
3 Years
25.74%
14.27%
5 Years
—
—
Since Inception
23.24%
11.83%
Fund Age
3 yrs 1 mo
4 yrs 11 mo
AUM
₹507.13 Cr
₹31.01 Cr
Alpha – 1 Year
16.49%
−1.81%
Alpha – 3 Years
13.85%
2.18%
Information Ratio – 3 Years
0.94
0.24
Volatility – 1 Year
20.27%
18.67%
Volatility – 3 Years
18.08%
17.11%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.86
0.95
Sharpe Ratio – 1 Year
0.71
-0.04
Sharpe Ratio – 3 Years
1.07
0.56
Worst Rolling Year
22.47%
12.64%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−21.35%
−24.73%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 37% · M 30% · S 33%
Number of Stocks
20
26
Portfolio P/E
45.78
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—