Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
25.88%
6.77%
1 Year
19.47%
7.38%
3 Years
25.74%
9.03%
5 Years
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Since Inception
23.24%
10.29%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹507.13 Cr
₹9.69 Cr
Alpha – 1 Year
16.49%
7.73%
Alpha – 3 Years
13.85%
0.04%
Information Ratio – 3 Years
0.94
0.09
Volatility – 1 Year
20.27%
17.08%
Volatility – 3 Years
18.08%
16.18%
Beta – 1 Year
0.86
0.95
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
0.71
0.20
Sharpe Ratio – 3 Years
1.07
0.33
Worst Rolling Year
22.47%
7.39%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−24.88%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 41% · M 53%
Number of Stocks
20
22
Portfolio P/E
45.78
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –