Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Axis - Emerging Stars Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
−1.88%
6 Months
−3.92%
17.49%
1 Year
−6.84%
9.72%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
6.83%
Fund Age
2 yrs 8 mo
2 yrs 3 mo
AUM
₹3.74 Cr
₹104.19 Cr
Alpha – 1 Year
−4.88%
6.74%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
24.22%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.13
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−19.46%
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%
L 3% · M 1% · S 92%
Number of Stocks
20
45
Portfolio P/E
42.34
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%