Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NAFA - Emerging Bluechip
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%
0.39%
6 Months
25.88%
5.71%
1 Year
19.47%
−0.97%
3 Years
25.74%
8.86%
5 Years
—
14.20%
Since Inception
23.24%
14.76%
Fund Age
3 yrs 1 mo
10 yrs 5 mo
AUM
₹507.13 Cr
₹447.76 Cr
Alpha – 1 Year
16.49%
−2.83%
Alpha – 3 Years
13.85%
−3.22%
Information Ratio – 3 Years
0.94
0.04
Volatility – 1 Year
20.27%
24.79%
Volatility – 3 Years
18.08%
21.25%
Beta – 1 Year
0.86
1.35
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
0.71
-0.14
Sharpe Ratio – 3 Years
1.07
0.31
Worst Rolling Year
22.47%
-13.00%
Value at Worst Rolling Year
₹1.22 Cr
₹0.87 Cr
Deepest Drawdown
−21.35%
−26.06%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
24.46%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 2% · M 12% · S 84%
Number of Stocks
20
32
Portfolio P/E
45.78
33.69
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 · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%