Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
25.88%
1.78%
1 Year
19.47%
6.32%
3 Years
25.74%
11.40%
5 Years
—
9.32%
Since Inception
23.24%
10.72%
Fund Age
3 yrs 1 mo
8 yrs 5 mo
AUM
₹507.13 Cr
₹314.17 Cr
Alpha – 1 Year
16.49%
6.67%
Alpha – 3 Years
13.85%
2.41%
Information Ratio – 3 Years
0.94
0.48
Volatility – 1 Year
20.27%
17.96%
Volatility – 3 Years
18.08%
15.53%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
0.71
0.13
Sharpe Ratio – 3 Years
1.07
0.44
Worst Rolling Year
22.47%
7.40%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−19.45%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 66% · M 32% · S 1%
Number of Stocks
20
3
Portfolio P/E
45.78
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%