Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
25.88%
11.49%
1 Year
19.47%
3.89%
3 Years
25.74%
8.19%
5 Years
—
11.02%
Since Inception
23.24%
10.97%
Fund Age
3 yrs 1 mo
13 yrs 8 mo
AUM
₹507.13 Cr
₹360.51 Cr
Alpha – 1 Year
16.49%
0.91%
Alpha – 3 Years
13.85%
−3.69%
Information Ratio – 3 Years
0.94
-0.18
Volatility – 1 Year
20.27%
23.04%
Volatility – 3 Years
18.08%
19.34%
Beta – 1 Year
0.86
1.26
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.71
0.04
Sharpe Ratio – 3 Years
1.07
0.30
Worst Rolling Year
22.47%
-8.10%
Value at Worst Rolling Year
₹1.22 Cr
₹0.92 Cr
Deepest Drawdown
−21.35%
−30.43%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
24.46%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 38% · M 28% · S 33%
Number of Stocks
20
29
Portfolio P/E
45.78
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%