Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sundaram Alternate - SELF
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%
7.67%
6 Months
25.88%
27.70%
1 Year
19.47%
47.52%
3 Years
25.74%
23.98%
5 Years
—
15.87%
Since Inception
23.24%
18.55%
Fund Age
3 yrs 1 mo
16 yrs 2 mo
AUM
₹507.13 Cr
₹1,022.92 Cr
Alpha – 1 Year
16.49%
42.80%
Alpha – 3 Years
13.85%
11.89%
Information Ratio – 3 Years
0.94
1.12
Volatility – 1 Year
20.27%
28.29%
Volatility – 3 Years
18.08%
20.76%
Beta – 1 Year
0.86
1.36
Beta – 3 Years
0.86
1.07
Sharpe Ratio – 1 Year
0.71
1.33
Sharpe Ratio – 3 Years
1.07
0.99
Worst Rolling Year
22.47%
-4.58%
Value at Worst Rolling Year
₹1.22 Cr
₹0.95 Cr
Deepest Drawdown
−21.35%
−19.51%
Recovery Period
427 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
24.46%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
45.78
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%