Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Vallum India Discovery
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%
8.27%
6 Months
25.88%
25.28%
1 Year
19.47%
14.17%
3 Years
25.74%
11.84%
5 Years
—
13.19%
Since Inception
23.24%
20.72%
Fund Age
3 yrs 1 mo
5 yrs 11 mo
AUM
₹507.13 Cr
₹1,246.45 Cr
Alpha – 1 Year
16.49%
9.45%
Alpha – 3 Years
13.85%
−0.25%
Information Ratio – 3 Years
0.94
0.04
Volatility – 1 Year
20.27%
23.38%
Volatility – 3 Years
18.08%
20.74%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.71
0.45
Sharpe Ratio – 3 Years
1.07
0.42
Worst Rolling Year
22.47%
8.63%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−32.42%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0.5% / 0%