Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Emkay Investments - ENVI
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.18%
6 Months
−3.92%
19.69%
1 Year
−6.84%
25.97%
3 Years
—
17.02%
5 Years
—
—
Since Inception
4.50%
24.02%
Fund Age
2 yrs 8 mo
4 yrs 2 mo
AUM
₹3.74 Cr
₹101.01 Cr
Alpha – 1 Year
−4.88%
21.25%
Alpha – 3 Years
—
4.93%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
11.57%
21.63%
Volatility – 3 Years
—
19.42%
Beta – 1 Year
0.63
1.10
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-1.03
0.93
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.09%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 26% · M 14% · S 51%
Number of Stocks
20
—
Portfolio P/E
42.34
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—