Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
25.88%
10.91%
1 Year
19.47%
10.45%
3 Years
25.74%
10.60%
5 Years
—
10.74%
Since Inception
23.24%
18.07%
Fund Age
3 yrs 1 mo
9 yrs 2 mo
AUM
₹507.13 Cr
₹11,464.61 Cr
Alpha – 1 Year
16.49%
5.73%
Alpha – 3 Years
13.85%
−1.49%
Information Ratio – 3 Years
0.94
-0.11
Volatility – 1 Year
20.27%
18.78%
Volatility – 3 Years
18.08%
16.83%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
0.71
0.34
Sharpe Ratio – 3 Years
1.07
0.37
Worst Rolling Year
22.47%
4.89%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−21.35%
−19.94%
Recovery Period
427 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 24% · M 11% · S 66%
Number of Stocks
20
—
Portfolio P/E
45.78
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%