Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
ORO - All Weather 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%
−0.19%
6 Months
25.88%
−0.42%
1 Year
19.47%
−4.58%
3 Years
25.74%
16.32%
5 Years
—
13.17%
Since Inception
23.24%
13.94%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹507.13 Cr
₹13.16 Cr
Alpha – 1 Year
16.49%
−7.56%
Alpha – 3 Years
13.85%
4.42%
Information Ratio – 3 Years
0.94
0.49
Volatility – 1 Year
20.27%
16.90%
Volatility – 3 Years
18.08%
17.54%
Beta – 1 Year
0.86
0.86
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.71
-0.52
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
22.47%
3.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−21.35%
−19.46%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 66% · M 23%
Number of Stocks
20
20
Portfolio P/E
45.78
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%