Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sameeksha - Equity Fund
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%
−0.38%
6 Months
25.88%
11.48%
1 Year
19.47%
7.29%
3 Years
25.74%
16.29%
5 Years
—
16.45%
Since Inception
23.24%
20.67%
Fund Age
3 yrs 1 mo
10 yrs 4 mo
AUM
₹507.13 Cr
₹1,333.94 Cr
Alpha – 1 Year
16.49%
2.57%
Alpha – 3 Years
13.85%
4.20%
Information Ratio – 3 Years
0.94
0.52
Volatility – 1 Year
20.27%
21.33%
Volatility – 3 Years
18.08%
16.22%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
0.71
0.18
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
22.47%
-0.52%
Value at Worst Rolling Year
₹1.22 Cr
₹0.99 Cr
Deepest Drawdown
−21.35%
−19.36%
Recovery Period
427 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
24.46%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
50
Portfolio P/E
45.78
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%