Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.11%
1.20%
6 Months
−3.92%
0.45%
1 Year
−6.84%
16.80%
3 Years
—
15.56%
5 Years
—
—
Since Inception
4.50%
15.35%
Fund Age
2 yrs 8 mo
3 yrs 6 mo
AUM
₹3.74 Cr
₹61.98 Cr
Alpha – 1 Year
−4.88%
17.23%
Alpha – 3 Years
—
6.99%
Information Ratio – 3 Years
—
1.06
Volatility – 1 Year
11.57%
17.17%
Volatility – 3 Years
—
13.50%
Beta – 1 Year
0.63
0.94
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-1.03
0.68
Sharpe Ratio – 3 Years
—
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.09%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 43% · M 31% · S 18%
Number of Stocks
20
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%