Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−5.12%
6 Months
25.88%
10.94%
1 Year
19.47%
14.16%
3 Years
25.74%
7.74%
5 Years
—
3.22%
Since Inception
23.24%
10.15%
Fund Age
3 yrs 1 mo
7 yrs 2 mo
AUM
₹507.13 Cr
₹34.95 Cr
Alpha – 1 Year
16.49%
14.51%
Alpha – 3 Years
13.85%
−1.26%
Information Ratio – 3 Years
0.94
-0.10
Volatility – 1 Year
20.27%
25.75%
Volatility – 3 Years
18.08%
17.58%
Beta – 1 Year
0.86
1.43
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
0.43
Sharpe Ratio – 3 Years
1.07
0.21
Worst Rolling Year
22.47%
-2.37%
Value at Worst Rolling Year
₹1.22 Cr
₹0.98 Cr
Deepest Drawdown
−21.35%
−19.75%
Recovery Period
427 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
24.46%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 41% · M 32% · S 26%
Number of Stocks
20
19
Portfolio P/E
45.78
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%