Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Ckredence-All Weather Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.11%
3.56%
6 Months
−3.92%
14.31%
1 Year
−6.84%
23.04%
3 Years
—
17.41%
5 Years
—
14.44%
Since Inception
4.50%
16.04%
Fund Age
2 yrs 8 mo
5 yrs 2 mo
AUM
₹3.74 Cr
₹246.55 Cr
Alpha – 1 Year
−4.88%
18.32%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
11.57%
16.66%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
0.63
0.91
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
-1.03
1.02
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
13.49%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.09%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 31% · M 25% · S 41%
Number of Stocks
20
33
Portfolio P/E
42.34
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%