Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Wallfort-Avenue Fund
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%
3.79%
6 Months
25.88%
18.76%
1 Year
19.47%
31.67%
3 Years
25.74%
24.57%
5 Years
—
—
Since Inception
23.24%
26.31%
Fund Age
3 yrs 1 mo
2 yrs 4 mo
AUM
₹507.13 Cr
₹160.31 Cr
Alpha – 1 Year
16.49%
26.95%
Alpha – 3 Years
13.85%
12.48%
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
17.93%
Volatility – 3 Years
18.08%
20.59%
Beta – 1 Year
0.86
0.80
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
1.34
Sharpe Ratio – 3 Years
1.07
1.78
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−12.22%
Recovery Period
427 days
69 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%