Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Bonanza Aegis
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
7.97%
6 Months
−3.92%
14.27%
1 Year
−6.84%
23.41%
3 Years
—
16.93%
5 Years
—
—
Since Inception
4.50%
22.21%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹3.74 Cr
₹102.02 Cr
Alpha – 1 Year
−4.88%
23.76%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
11.57%
21.94%
Volatility – 3 Years
—
20.42%
Beta – 1 Year
0.63
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-1.03
0.82
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
16.27%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.09%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 10% · M 8% · S 74%
Number of Stocks
20
61
Portfolio P/E
42.34
51.57
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%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
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%