Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
ICICI Prudential - Pipe Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.18%
6 Months
−3.92%
10.33%
1 Year
−6.84%
12.88%
3 Years
—
16.20%
5 Years
—
21.51%
Since Inception
4.50%
24.95%
Fund Age
2 yrs 8 mo
6 yrs 11 mo
AUM
₹3.74 Cr
₹7,993.92 Cr
Alpha – 1 Year
−4.88%
8.16%
Alpha – 3 Years
—
4.11%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
11.57%
18.08%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
0.63
0.97
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-1.03
0.46
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.21%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.09%
−22.83%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
M 14% · S 84%
Number of Stocks
20
41
Portfolio P/E
42.34
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%