Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
25.88%
7.61%
1 Year
19.47%
−0.76%
3 Years
25.74%
11.28%
5 Years
—
9.58%
Since Inception
23.24%
11.67%
Fund Age
3 yrs 1 mo
7 yrs 11 mo
AUM
₹507.13 Cr
₹12.5 Cr
Alpha – 1 Year
16.49%
−3.74%
Alpha – 3 Years
13.85%
−0.61%
Information Ratio – 3 Years
0.94
-0.06
Volatility – 1 Year
20.27%
20.02%
Volatility – 3 Years
18.08%
16.21%
Beta – 1 Year
0.86
1.05
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
-0.22
Sharpe Ratio – 3 Years
1.07
0.41
Worst Rolling Year
22.47%
8.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−24.66%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 36% · M 30% · S 35%
Number of Stocks
20
15
Portfolio P/E
45.78
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%