Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs ICICI Prudential PMS Quanti-FI Strategy
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
ICICI Prudential PMS Quanti-FI Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
1.44%
6 Months
−3.92%
0.16%
1 Year
−6.84%
7.69%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
6.03%
Fund Age
2 yrs 8 mo
26 yrs 6 mo
AUM
₹3.74 Cr
₹37.21 Cr
Alpha – 1 Year
−4.88%
2.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
16.85%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.63
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.21
Sharpe Ratio – 3 Years
—
0.14
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−19.77%
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 55% · M 22% · S 22%
Number of Stocks
20
46
Portfolio P/E
42.34
24.20
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 · 3.71%
Larsen & Toubro Ltd · 3.52%
State Bank of India · 3.45%
Reliance Industries Ltd · 3.05%
Tata Steel Ltd · 2.95%
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%