Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.02%
6 Months
−3.92%
3.65%
1 Year
−6.84%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
4.50%
17.53%
Fund Age
2 yrs 8 mo
7 yrs 11 mo
AUM
₹3.74 Cr
₹54.28 Cr
Alpha – 1 Year
−4.88%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
11.57%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
0.63
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-1.03
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.09%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%