Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.30%
6 Months
25.88%
26.99%
1 Year
19.47%
26.29%
3 Years
25.74%
27.01%
5 Years
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—
Since Inception
23.24%
35.84%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹507.13 Cr
₹521.91 Cr
Alpha – 1 Year
16.49%
28.33%
Alpha – 3 Years
13.85%
20.36%
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
31.27%
Volatility – 3 Years
18.08%
25.96%
Beta – 1 Year
0.86
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
0.72
Sharpe Ratio – 3 Years
1.07
0.85
Worst Rolling Year
22.47%
27.02%
Value at Worst Rolling Year
₹1.22 Cr
₹1.27 Cr
Deepest Drawdown
−21.35%
−26.38%
Recovery Period
427 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
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Number of Stocks
20
49
Portfolio P/E
45.78
21.17
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%
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Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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