Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Bonanza - Value
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.51%
6 Months
−3.92%
14.93%
1 Year
−6.84%
16.79%
3 Years
—
13.85%
5 Years
—
12.48%
Since Inception
4.50%
18.86%
Fund Age
2 yrs 8 mo
14 yrs 11 mo
AUM
₹3.74 Cr
₹32.99 Cr
Alpha – 1 Year
−4.88%
17.14%
Alpha – 3 Years
—
4.85%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
11.57%
17.36%
Volatility – 3 Years
—
20.03%
Beta – 1 Year
0.63
0.65
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-1.03
0.67
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
-8.60%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−14.09%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.13%
Median Rolling Year
—
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 22% · M 16% · S 61%
Number of Stocks
20
69
Portfolio P/E
42.34
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%