Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Unifi APJ 20*
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%
3.07%
6 Months
25.88%
13.63%
1 Year
19.47%
10.76%
3 Years
25.74%
13.00%
5 Years
—
13.13%
Since Inception
23.24%
20.07%
Fund Age
3 yrs 1 mo
10 yrs 11 mo
AUM
₹507.13 Cr
₹942.94 Cr
Alpha – 1 Year
16.49%
6.04%
Alpha – 3 Years
13.85%
0.91%
Information Ratio – 3 Years
0.94
0.27
Volatility – 1 Year
20.27%
18.61%
Volatility – 3 Years
18.08%
17.55%
Beta – 1 Year
0.86
1.02
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
0.71
0.35
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
22.47%
-10.32%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−21.35%
−17.59%
Recovery Period
427 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
24.46%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 15% · M 3% · S 82%
Number of Stocks
20
—
Portfolio P/E
45.78
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—