Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
25.88%
2.80%
1 Year
19.47%
4.89%
3 Years
25.74%
12.23%
5 Years
—
10.64%
Since Inception
23.24%
8.93%
Fund Age
3 yrs 1 mo
12 yrs
AUM
₹507.13 Cr
₹134.76 Cr
Alpha – 1 Year
16.49%
−1.08%
Alpha – 3 Years
13.85%
1.34%
Information Ratio – 3 Years
0.94
0.07
Volatility – 1 Year
20.27%
10.79%
Volatility – 3 Years
18.08%
9.62%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.86
1.10
Sharpe Ratio – 1 Year
0.71
-0.01
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
22.47%
0.05%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−21.35%
−11.50%
Recovery Period
427 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
24.46%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 50% · M 11% · S 8%
Number of Stocks
20
33
Portfolio P/E
45.78
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –