Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Fort Capital -Dynamic
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Fort Capital -Dynamic
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
1.01%
6 Months
−3.92%
9.13%
1 Year
−6.84%
14.46%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
18.87%
Fund Age
2 yrs 8 mo
2 yrs 7 mo
AUM
₹3.74 Cr
₹204.29 Cr
Alpha – 1 Year
−4.88%
14.81%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
18.18%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.54
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−16.11%
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 66% · M 1% · S 30%
Number of Stocks
20
68
Portfolio P/E
42.34
33.26
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%
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%