Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NJ - Multicap
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%
2.92%
6 Months
25.88%
8.20%
1 Year
19.47%
15.48%
3 Years
25.74%
18.05%
5 Years
—
15.54%
Since Inception
23.24%
14.61%
Fund Age
3 yrs 1 mo
10 yrs 4 mo
AUM
₹507.13 Cr
₹747.6 Cr
Alpha – 1 Year
16.49%
15.83%
Alpha – 3 Years
13.85%
9.06%
Information Ratio – 3 Years
0.94
0.72
Volatility – 1 Year
20.27%
18.67%
Volatility – 3 Years
18.08%
21.45%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
1.31
Sharpe Ratio – 1 Year
0.71
0.58
Sharpe Ratio – 3 Years
1.07
0.64
Worst Rolling Year
22.47%
-13.89%
Value at Worst Rolling Year
₹1.22 Cr
₹0.86 Cr
Deepest Drawdown
−21.35%
−30.97%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
24.46%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 35% · M 50% · S 14%
Number of Stocks
20
25
Portfolio P/E
45.78
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%