Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
25.88%
24.02%
1 Year
19.47%
36.06%
3 Years
25.74%
24.43%
5 Years
—
16.10%
Since Inception
23.24%
15.98%
Fund Age
3 yrs 1 mo
14 yrs 10 mo
AUM
₹507.13 Cr
₹214.08 Cr
Alpha – 1 Year
16.49%
31.34%
Alpha – 3 Years
13.85%
12.34%
Information Ratio – 3 Years
0.94
1.07
Volatility – 1 Year
20.27%
26.85%
Volatility – 3 Years
18.08%
19.70%
Beta – 1 Year
0.86
1.34
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
0.71
1.08
Sharpe Ratio – 3 Years
1.07
0.96
Worst Rolling Year
22.47%
-9.81%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−21.35%
−18.65%
Recovery Period
427 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
24.46%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 40% · M 33% · S 24%
Number of Stocks
20
31
Portfolio P/E
45.78
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%