Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
25.88%
1.92%
1 Year
19.47%
0.43%
3 Years
25.74%
—
5 Years
—
—
Since Inception
23.24%
6.17%
Fund Age
3 yrs 1 mo
2 yrs 2 mo
AUM
₹507.13 Cr
₹22.98 Cr
Alpha – 1 Year
16.49%
−2.55%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
16.90%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
0.96
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.22
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−16.17%
Recovery Period
427 days
Not yet recovered
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%
L 61% · M 14% · S 21%
Number of Stocks
20
41
Portfolio P/E
45.78
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%