Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
−2.26%
6 Months
25.88%
9.35%
1 Year
19.47%
10.43%
3 Years
25.74%
15.16%
5 Years
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—
Since Inception
23.24%
21.24%
Fund Age
3 yrs 1 mo
4 yrs 11 mo
AUM
₹507.13 Cr
₹16.88 Cr
Alpha – 1 Year
16.49%
8.57%
Alpha – 3 Years
13.85%
3.08%
Information Ratio – 3 Years
0.94
0.34
Volatility – 1 Year
20.27%
33.08%
Volatility – 3 Years
18.08%
27.65%
Beta – 1 Year
0.86
1.54
Beta – 3 Years
0.86
1.38
Sharpe Ratio – 1 Year
0.71
0.28
Sharpe Ratio – 3 Years
1.07
0.51
Worst Rolling Year
22.47%
12.88%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−21.35%
−32.66%
Recovery Period
427 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 9% · M 17% · S 71%
Number of Stocks
20
16
Portfolio P/E
45.78
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%