Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
25.88%
18.40%
1 Year
19.47%
9.21%
3 Years
25.74%
13.13%
5 Years
—
13.39%
Since Inception
23.24%
14.83%
Fund Age
3 yrs 1 mo
10 yrs
AUM
₹507.13 Cr
₹666.2 Cr
Alpha – 1 Year
16.49%
9.64%
Alpha – 3 Years
13.85%
4.56%
Information Ratio – 3 Years
0.94
0.38
Volatility – 1 Year
20.27%
18.95%
Volatility – 3 Years
18.08%
16.01%
Beta – 1 Year
0.86
0.98
Beta – 3 Years
0.86
0.90
Sharpe Ratio – 1 Year
0.71
0.27
Sharpe Ratio – 3 Years
1.07
0.52
Worst Rolling Year
22.47%
-3.31%
Value at Worst Rolling Year
₹1.22 Cr
₹0.97 Cr
Deepest Drawdown
−21.35%
−20.80%
Recovery Period
427 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
24.46%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 13% · M 17% · S 66%
Number of Stocks
20
—
Portfolio P/E
45.78
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%