Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Eklavya Equity
Return for the risk
1 yr return
-10%
-5%
0%
5%
Nifty 500 · -2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.11%
−0.98%
6 Months
−3.92%
4.93%
1 Year
−6.84%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
4.91%
Fund Age
2 yrs 8 mo
2 yrs 1 mo
AUM
₹3.74 Cr
₹8 Cr
Alpha – 1 Year
−4.88%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−14.09%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 23% · M 8% · S 36%
Number of Stocks
20
30
Portfolio P/E
42.34
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%