Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.54%
6 Months
−3.92%
29.52%
1 Year
−6.84%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
4.50%
21.22%
Fund Age
2 yrs 8 mo
9 yrs 10 mo
AUM
₹3.74 Cr
₹374.43 Cr
Alpha – 1 Year
−4.88%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
11.57%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
0.63
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-1.03
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.09%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
M 4% · S 95%
Number of Stocks
20
29
Portfolio P/E
42.34
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%