Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Envision Capital - India Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.39%
6 Months
−3.92%
19.31%
1 Year
−6.84%
11.21%
3 Years
—
13.34%
5 Years
—
15.02%
Since Inception
4.50%
17.08%
Fund Age
2 yrs 8 mo
5 yrs 4 mo
AUM
₹3.74 Cr
₹135.65 Cr
Alpha – 1 Year
−4.88%
6.49%
Alpha – 3 Years
—
1.25%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
11.57%
20.71%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
0.63
1.05
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-1.03
0.35
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
12.49%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.09%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%