Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.00%
6 Months
−3.92%
4.51%
1 Year
−6.84%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
4.50%
24.96%
Fund Age
2 yrs 8 mo
4 yrs 7 mo
AUM
₹3.74 Cr
₹136 Cr
Alpha – 1 Year
−4.88%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
11.57%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
0.63
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
-1.03
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−14.09%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 53% · M 22% · S 20%
Number of Stocks
20
18
Portfolio P/E
42.34
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%