Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
CAPITAL 8 INFINITY FUND
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
5.13%
6 Months
−3.92%
16.71%
1 Year
−6.84%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
26.02%
Fund Age
2 yrs 8 mo
2 yrs 6 mo
AUM
₹3.74 Cr
₹177.44 Cr
Alpha – 1 Year
−4.88%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−8.91%
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 6% · M 15% · S 32%
Number of Stocks
20
18
Portfolio P/E
42.34
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%