Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Envision New Frontiers Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Envision New Frontiers Portfolio
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%
5.37%
6 Months
−3.92%
22.21%
1 Year
−6.84%
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3 Years
—
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5 Years
—
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Since Inception
4.50%
20.37%
Fund Age
2 yrs 8 mo
8 mo
AUM
₹3.74 Cr
₹12.5 Cr
Alpha – 1 Year
−4.88%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
11.57%
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Volatility – 3 Years
—
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Beta – 1 Year
0.63
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
-1.03
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−14.09%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 42% · M 43% · S 15%
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Number of Stocks
20
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Portfolio P/E
42.34
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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%
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Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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