Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
5.68%
6 Months
25.88%
10.98%
1 Year
19.47%
10.72%
3 Years
25.74%
15.83%
5 Years
—
13.58%
Since Inception
23.24%
14.48%
Fund Age
3 yrs 1 mo
21 yrs 11 mo
AUM
₹507.13 Cr
₹8.51 Cr
Alpha – 1 Year
16.49%
6.00%
Alpha – 3 Years
13.85%
3.74%
Information Ratio – 3 Years
0.94
0.71
Volatility – 1 Year
20.27%
16.38%
Volatility – 3 Years
18.08%
14.45%
Beta – 1 Year
0.86
0.87
Beta – 3 Years
0.86
0.89
Sharpe Ratio – 1 Year
0.71
0.33
Sharpe Ratio – 3 Years
1.07
0.72
Worst Rolling Year
22.47%
-12.28%
Value at Worst Rolling Year
₹1.22 Cr
₹0.88 Cr
Deepest Drawdown
−21.35%
−17.66%
Recovery Period
427 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
24.46%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 10% · M 12% · S 65%
L 23% · M 15% · S 43%
Number of Stocks
20
30
Portfolio P/E
45.78
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%