Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
GEOJIT-BEACON PORTFOLIO
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
−2.85%
6 Months
−3.92%
4.89%
1 Year
−6.84%
5.63%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
−3.63%
Fund Age
2 yrs 8 mo
2 yrs 1 mo
AUM
₹3.74 Cr
₹189.12 Cr
Alpha – 1 Year
−4.88%
0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
23.99%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.32
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−16.68%
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 19% · M 8% · S 71%
Number of Stocks
20
28
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%
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—