Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Valtrust Momentum
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%
4.78%
6 Months
25.88%
15.08%
1 Year
19.47%
13.63%
3 Years
25.74%
16.91%
5 Years
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—
Since Inception
23.24%
23.12%
Fund Age
3 yrs 1 mo
3 yrs 7 mo
AUM
₹507.13 Cr
₹78.91 Cr
Alpha – 1 Year
16.49%
8.91%
Alpha – 3 Years
13.85%
4.82%
Information Ratio – 3 Years
0.94
0.40
Volatility – 1 Year
20.27%
20.25%
Volatility – 3 Years
18.08%
21.43%
Beta – 1 Year
0.86
1.06
Beta – 3 Years
0.86
1.18
Sharpe Ratio – 1 Year
0.71
0.47
Sharpe Ratio – 3 Years
1.07
0.59
Worst Rolling Year
22.47%
15.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−21.35%
−29.56%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 15% · M 30% · S 55%
Number of Stocks
20
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%