Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
25.88%
9.19%
1 Year
19.47%
9.02%
3 Years
25.74%
14.71%
5 Years
—
10.31%
Since Inception
23.24%
14.95%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹507.13 Cr
₹42.73 Cr
Alpha – 1 Year
16.49%
4.30%
Alpha – 3 Years
13.85%
2.62%
Information Ratio – 3 Years
0.94
0.63
Volatility – 1 Year
20.27%
17.52%
Volatility – 3 Years
18.08%
14.89%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.86
0.92
Sharpe Ratio – 1 Year
0.71
0.26
Sharpe Ratio – 3 Years
1.07
0.66
Worst Rolling Year
22.47%
8.19%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−21.35%
−18.24%
Recovery Period
427 days
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 18% · M 16% · S 37%
Number of Stocks
20
30
Portfolio P/E
45.78
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%