Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.93%
6 Months
25.88%
25.32%
1 Year
19.47%
18.21%
3 Years
25.74%
32.70%
5 Years
—
23.63%
Since Inception
23.24%
28.38%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹507.13 Cr
₹8,686.39 Cr
Alpha – 1 Year
16.49%
13.49%
Alpha – 3 Years
13.85%
20.61%
Information Ratio – 3 Years
0.94
1.92
Volatility – 1 Year
20.27%
22.97%
Volatility – 3 Years
18.08%
19.40%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
0.71
0.61
Sharpe Ratio – 3 Years
1.07
1.30
Worst Rolling Year
22.47%
17.00%
Value at Worst Rolling Year
₹1.22 Cr
₹1.17 Cr
Deepest Drawdown
−21.35%
−22.23%
Recovery Period
427 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 37% · M 30% · S 25%
Number of Stocks
20
43
Portfolio P/E
45.78
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%