Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
SVAN Velocity
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%
3.40%
6 Months
25.88%
21.77%
1 Year
19.47%
16.05%
3 Years
25.74%
23.24%
5 Years
—
—
Since Inception
23.24%
24.82%
Fund Age
3 yrs 1 mo
3 yrs 1 mo
AUM
₹507.13 Cr
₹415.03 Cr
Alpha – 1 Year
16.49%
11.33%
Alpha – 3 Years
13.85%
11.15%
Information Ratio – 3 Years
0.94
0.72
Volatility – 1 Year
20.27%
25.50%
Volatility – 3 Years
18.08%
24.35%
Beta – 1 Year
0.86
1.34
Beta – 3 Years
0.86
1.27
Sharpe Ratio – 1 Year
0.71
0.50
Sharpe Ratio – 3 Years
1.07
0.77
Worst Rolling Year
22.47%
23.24%
Value at Worst Rolling Year
₹1.22 Cr
₹1.23 Cr
Deepest Drawdown
−21.35%
−25.33%
Recovery Period
427 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
M 2% · S 95%
Number of Stocks
20
—
Portfolio P/E
45.78
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –