Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
25.88%
11.46%
1 Year
19.47%
8.21%
3 Years
25.74%
12.09%
5 Years
—
11.81%
Since Inception
23.24%
13.34%
Fund Age
3 yrs 1 mo
5 yrs 3 mo
AUM
₹507.13 Cr
₹34.29 Cr
Alpha – 1 Year
16.49%
5.23%
Alpha – 3 Years
13.85%
0.21%
Information Ratio – 3 Years
0.94
0.17
Volatility – 1 Year
20.27%
24.84%
Volatility – 3 Years
18.08%
21.42%
Beta – 1 Year
0.86
1.25
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
0.71
0.21
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
22.47%
7.11%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−34.77%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 5% · M 7% · S 69%
Number of Stocks
20
37
Portfolio P/E
45.78
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%