Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
25.88%
28.59%
1 Year
19.47%
28.02%
3 Years
25.74%
18.67%
5 Years
—
17.18%
Since Inception
23.24%
20.03%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹507.13 Cr
₹221.27 Cr
Alpha – 1 Year
16.49%
28.37%
Alpha – 3 Years
13.85%
9.68%
Information Ratio – 3 Years
0.94
0.87
Volatility – 1 Year
20.27%
22.32%
Volatility – 3 Years
18.08%
17.88%
Beta – 1 Year
0.86
1.03
Beta – 3 Years
0.86
0.95
Sharpe Ratio – 1 Year
0.71
0.99
Sharpe Ratio – 3 Years
1.07
0.81
Worst Rolling Year
22.47%
13.69%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−21.35%
−20.50%
Recovery Period
427 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
45.78
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –