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Axis Kaizen Portfolio

A concentrated portfolio of 10-20 stocks focused on strong entry and exit with bottom-up stock picking and companies with strong fundamentals - preferably Indian Manufacturing.

Portfolio Alpha (SI)
23.52%
Since Inception Return
Inception Date
15 Jun 2023
Benchmark
BSE 500 TRI
Investment Style
Manufacturing
No of Holdings
18 stocks
Strategy Type
Equity
Track Record
3+ years

Investment Objective & Approach

Manufacturing Theme

Portfolio focused predominantly on the Indian manufacturing theme

Reasonable Price

Emphasizes identifying companies demonstrating growth at a reasonable price

Structural Stories

Focuses on structural stories and special situations with highly favorable risk-reward

Disciplined Approach

Integrates distinctive research methodology with disciplined entry and exit strategies

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
23.52%
Benchmark
13.13%

Strong continuous alpha generation over the benchmark.

TWRR Basis

Trailing Returns (%)

3 Months7.15%
6 Months20.56%
1 Year28.35%
3 Years22.25%

Market Cap Exposure

MixMarket Cap
Large Cap
11.5%
Mid Cap
65.6%
Small Cap
6.8%
Cash & Others
16.1%

Sector Exposure

Top Sector: Capital Goods
Capital Goods25.2%
Automobile23.6%
Healthcare18.9%
Others16.1%
Construction Materials6.8%
Textiles4.9%
Chemicals4.5%

Performance Overview

6 Months Return
20.56%
Strategy Return
1.43%
Benchmark
1 Year Return
28.35%
Strategy Return
4.72%
Benchmark

Portfolio Attributes

Portfolio Beta
0.93
Sharpe Ratio
0.62
Standard Deviation
12.2%
Avg Market Cap
₹50,556 Cr

Who Should Invest?

Long-term investors (3+ years)
Investors seeking exposure to Indian manufacturing
Moderate to High risk appetite
Investors seeking concentrated portfolio (10-20 stocks)

Top 10 Holdings

1
Sansera Engineering Ltd
15.27%
2
Acutaas Chemicals Ltd
10.56%
3
UltraTech Cement Ltd
6.76%
4
Syrma SGS Technology Ltd
5.69%
5
CIE Automotive India
5.04%
6
Ajanta Pharma Ltd
5.03%
7
K P R Mill Ltd
4.88%
8
Jubilant Ingrevia Ltd
4.52%
9
Voltamp Transformers
4.25%
10
Wockhardt Ltd
3.31%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.