Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.11%
1.61%
6 Months
−3.92%
4.03%
1 Year
−6.84%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
4.50%
16.62%
Fund Age
2 yrs 8 mo
4 yrs
AUM
₹3.74 Cr
₹303 Cr
Alpha – 1 Year
−4.88%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
11.57%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
0.63
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-1.03
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.09%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
—
Number of Stocks
20
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—