Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NJ - 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%
−1.21%
6 Months
25.88%
5.09%
1 Year
19.47%
0.26%
3 Years
25.74%
9.53%
5 Years
—
5.40%
Since Inception
23.24%
12.09%
Fund Age
3 yrs 1 mo
8 yrs 5 mo
AUM
₹507.13 Cr
₹1,644.09 Cr
Alpha – 1 Year
16.49%
0.61%
Alpha – 3 Years
13.85%
0.54%
Information Ratio – 3 Years
0.94
0.06
Volatility – 1 Year
20.27%
17.94%
Volatility – 3 Years
18.08%
17.25%
Beta – 1 Year
0.86
1.03
Beta – 3 Years
0.86
1.11
Sharpe Ratio – 1 Year
0.71
-0.20
Sharpe Ratio – 3 Years
1.07
0.31
Worst Rolling Year
22.47%
2.29%
Value at Worst Rolling Year
₹1.22 Cr
₹1.02 Cr
Deepest Drawdown
−21.35%
−21.60%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 49% · M 36% · S 14%
Number of Stocks
20
20
Portfolio P/E
45.78
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%