Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
25.88%
−1.47%
1 Year
19.47%
6.66%
3 Years
25.74%
11.29%
5 Years
—
13.68%
Since Inception
23.24%
15.03%
Fund Age
3 yrs 1 mo
5 yrs 7 mo
AUM
₹507.13 Cr
₹138.83 Cr
Alpha – 1 Year
16.49%
7.01%
Alpha – 3 Years
13.85%
2.30%
Information Ratio – 3 Years
0.94
0.23
Volatility – 1 Year
20.27%
16.50%
Volatility – 3 Years
18.08%
16.10%
Beta – 1 Year
0.86
0.93
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.71
0.15
Sharpe Ratio – 3 Years
1.07
0.41
Worst Rolling Year
22.47%
11.25%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−21.35%
−21.42%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
18
Portfolio P/E
45.78
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%