Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Equentis Multi-Cap Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
1.89%
6 Months
−3.92%
6.49%
1 Year
−6.84%
7.74%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
3.50%
Fund Age
2 yrs 8 mo
18 mo
AUM
₹3.74 Cr
₹90.44 Cr
Alpha – 1 Year
−4.88%
8.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−13.86%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 40% · M 23% · S 27%
Number of Stocks
20
110
Portfolio P/E
42.34
36.94
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%