Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.44%
6 Months
25.88%
14.84%
1 Year
19.47%
−4.03%
3 Years
25.74%
5.65%
5 Years
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Since Inception
23.24%
11.22%
Fund Age
3 yrs 1 mo
3 yrs 7 mo
AUM
₹507.13 Cr
₹83.14 Cr
Alpha – 1 Year
16.49%
−3.68%
Alpha – 3 Years
13.85%
−3.35%
Information Ratio – 3 Years
0.94
-0.26
Volatility – 1 Year
20.27%
22.60%
Volatility – 3 Years
18.08%
18.97%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.71
-0.31
Sharpe Ratio – 3 Years
1.07
0.11
Worst Rolling Year
22.47%
4.98%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−21.35%
−33.20%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
7.75%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 9% · M 28% · S 60%
Number of Stocks
20
27
Portfolio P/E
45.78
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%