Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
25.88%
6.39%
1 Year
19.47%
0.37%
3 Years
25.74%
11.18%
5 Years
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Since Inception
23.24%
4.21%
Fund Age
3 yrs 1 mo
4 yrs 6 mo
AUM
₹507.13 Cr
₹59.82 Cr
Alpha – 1 Year
16.49%
−2.61%
Alpha – 3 Years
13.85%
−0.71%
Information Ratio – 3 Years
0.94
0.13
Volatility – 1 Year
20.27%
22.91%
Volatility – 3 Years
18.08%
17.96%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
0.71
-0.11
Sharpe Ratio – 3 Years
1.07
0.38
Worst Rolling Year
22.47%
3.87%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−21.35%
−25.26%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 40% · M 26% · S 33%
Number of Stocks
20
35
Portfolio P/E
45.78
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%