Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.10%
6 Months
−3.92%
2.75%
1 Year
−6.84%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
4.50%
15.84%
Fund Age
2 yrs 8 mo
8 yrs
AUM
₹3.74 Cr
₹335.72 Cr
Alpha – 1 Year
−4.88%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
11.57%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
0.63
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-1.03
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.09%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 57% · M 6% · S 37%
Number of Stocks
20
192
Portfolio P/E
42.34
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%