PMS · Equity · Multi Cap
Axis Kaizen Portfolio
Fund size₹507 Cr
Alpha (3Y)13.23%
3Y return25.74%
Fund age3 yrs 1 mo
Fund Manager
Growth of₹Cr
Axis Kaizen
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Axis Kaizen | 23.85% | 19.47% | 6.48% | 25.74% | — | 23.24% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | — | 13.55% |
| Excess over benchmark | 24.92% | 16.49% | 6.06% | 13.85% | — | 9.69% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
18.08%
Benchmark approx 14.87%
A standard deviation reflecting historical swings.
Sensitivity
0.86
Beta vs benchmark 1.00 · 14% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.07
Sharpe
Excess return gained per unit of volatility.
Capture ratio
111 / 34
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −21.35% from its 24 Sep 2024 peak to a 03 Mar 2025 trough, and recovered on 04 May 2026 after 427 days.
Max drawdowns
−21.35%
Recovery period
427 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 03 Mar 2025 | −21.35% | 160 days | 04 May 2026 | 427 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak24 Sep 2024
Trough03 Mar 2025
Depth−21.35%
Fell over160 days
Recovered04 May 2026
Recovery took427 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
45.78
P/B ratio
6.13
Dividend yield
0.21%
Avg market cap
₹47,913 Cr
Median market cap
₹25,857 Cr
Asset class
Equity
Market cap
Large cap10.05%
Mid cap12.14%
Small cap65.10%
Cash & others12.71%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 7.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 3%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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