Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.04%
6 Months
−3.92%
0.68%
1 Year
−6.84%
4.83%
3 Years
—
11.13%
5 Years
—
9.90%
Since Inception
4.50%
12.28%
Fund Age
2 yrs 8 mo
15 yrs 2 mo
AUM
₹3.74 Cr
₹29.37 Cr
Alpha – 1 Year
−4.88%
0.11%
Alpha – 3 Years
—
−0.96%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
11.57%
19.36%
Volatility – 3 Years
—
17.04%
Beta – 1 Year
0.63
1.09
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-1.03
0.06
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
-9.48%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−14.09%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
—
93.37%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 42% · M 43% · S 15%
L 58% · M 7% · S 23%
Number of Stocks
20
23
Portfolio P/E
42.34
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%