Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.77%
6 Months
−3.92%
0.72%
1 Year
−6.84%
7.26%
3 Years
—
15.71%
5 Years
—
16.27%
Since Inception
4.50%
18.01%
Fund Age
2 yrs 8 mo
7 yrs 11 mo
AUM
₹3.74 Cr
₹14,208.27 Cr
Alpha – 1 Year
−4.88%
2.54%
Alpha – 3 Years
—
3.62%
Information Ratio – 3 Years
—
0.79
Volatility – 1 Year
11.57%
16.69%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
0.63
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-1.03
0.18
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.54%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.09%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 68% · M 7% · S 24%
Number of Stocks
20
42
Portfolio P/E
42.34
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%