Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
−0.96%
6 Months
25.88%
−5.85%
1 Year
19.47%
1.08%
3 Years
25.74%
1.92%
5 Years
—
1.54%
Since Inception
23.24%
4.73%
Fund Age
3 yrs 1 mo
9 yrs 11 mo
AUM
₹507.13 Cr
₹4.85 Cr
Alpha – 1 Year
16.49%
−8.50%
Alpha – 3 Years
13.85%
−7.97%
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
9.90%
Volatility – 3 Years
18.08%
26.17%
Beta – 1 Year
0.86
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.53
Sharpe Ratio – 3 Years
1.07
0.01
Worst Rolling Year
22.47%
2.80%
Value at Worst Rolling Year
₹1.22 Cr
₹1.03 Cr
Deepest Drawdown
−21.35%
−28.72%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%