Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Axis Kaizen Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
25.88%
−1.13%
1 Year
19.47%
6.59%
3 Years
25.74%
20.44%
5 Years
—
16.17%
Since Inception
23.24%
13.07%
Fund Age
3 yrs 1 mo
15 yrs 3 mo
AUM
₹507.13 Cr
—
Alpha – 1 Year
16.49%
6.87%
Alpha – 3 Years
13.85%
9.23%
Information Ratio – 3 Years
0.94
1.61
Volatility – 1 Year
20.27%
20.58%
Volatility – 3 Years
18.08%
16.59%
Beta – 1 Year
0.86
1.21
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
0.71
0.15
Sharpe Ratio – 3 Years
1.07
0.90
Worst Rolling Year
22.47%
13.98%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−21.35%
−16.19%
Recovery Period
427 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 73% · M 20% · S 7%
Number of Stocks
20
23
Portfolio P/E
45.78
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%