Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Axis - APLHASENSE AI
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
0.11%
6 Months
52.84%
−3.92%
1 Year
44.79%
−6.84%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
4.50%
Fund Age
19 mo
2 yrs 8 mo
AUM
₹65.12 Cr
₹3.74 Cr
Alpha – 1 Year
40.07%
−4.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
11.57%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
-1.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
−14.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 43% · S 15%
Number of Stocks
—
20
Portfolio P/E
—
42.34
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
—
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%