Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
25.88%
23.48%
1 Year
19.47%
38.68%
3 Years
25.74%
26.01%
5 Years
—
16.58%
Since Inception
23.24%
18.98%
Fund Age
3 yrs 1 mo
16 yrs 6 mo
AUM
₹507.13 Cr
₹1,885.18 Cr
Alpha – 1 Year
16.49%
33.96%
Alpha – 3 Years
13.85%
13.92%
Information Ratio – 3 Years
0.94
1.27
Volatility – 1 Year
20.27%
28.06%
Volatility – 3 Years
18.08%
20.41%
Beta – 1 Year
0.86
1.39
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
1.12
Sharpe Ratio – 3 Years
1.07
1.06
Worst Rolling Year
22.47%
-4.06%
Value at Worst Rolling Year
₹1.22 Cr
₹0.96 Cr
Deepest Drawdown
−21.35%
−18.24%
Recovery Period
427 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
24.46%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 10% · M 12% · S 65%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
45.78
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%