Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.11%
−0.04%
6 Months
−3.92%
−3.71%
1 Year
−6.84%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
4.50%
9.28%
Fund Age
2 yrs 8 mo
7 yrs 1 mo
AUM
₹3.74 Cr
₹2.48 Cr
Alpha – 1 Year
−4.88%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
11.57%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
0.63
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
-1.03
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−14.09%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 92% · M 4%
Number of Stocks
20
26
Portfolio P/E
42.34
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%