Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.48%
6 Months
−3.92%
13.51%
1 Year
−6.84%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
4.50%
19.28%
Fund Age
2 yrs 8 mo
4 yrs 2 mo
AUM
₹3.74 Cr
₹36.17 Cr
Alpha – 1 Year
−4.88%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
11.57%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
0.63
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-1.03
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.09%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 8% · M 16% · S 76%
Number of Stocks
20
24
Portfolio P/E
42.34
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%