Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.26%
6 Months
25.88%
4.03%
1 Year
19.47%
0.70%
3 Years
25.74%
10.01%
5 Years
—
8.40%
Since Inception
23.24%
14.84%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹507.13 Cr
₹2,937.84 Cr
Alpha – 1 Year
16.49%
−2.28%
Alpha – 3 Years
13.85%
−1.88%
Information Ratio – 3 Years
0.94
-0.37
Volatility – 1 Year
20.27%
17.90%
Volatility – 3 Years
18.08%
14.65%
Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
0.71
-0.18
Sharpe Ratio – 3 Years
1.07
0.35
Worst Rolling Year
22.47%
7.25%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−18.24%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 58% · M 15% · S 26%
Number of Stocks
20
71
Portfolio P/E
45.78
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%