Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORCAPRO PMS vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORCAPRO PMS
Axis - APLHASENSE AI
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 6.8%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.44%
0.11%
6 Months
2.55%
−3.92%
1 Year
6.26%
−6.84%
3 Years
—
—
5 Years
—
—
Since Inception
5.96%
4.50%
Fund Age
13 mo
2 yrs 8 mo
AUM
₹5.9 Cr
₹3.74 Cr
Alpha – 1 Year
−0.59%
−4.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
1.59%
11.57%
Volatility – 3 Years
—
—
Beta – 1 Year
0.14
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.60
-1.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−89.97%
−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
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%