Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.11%
1.96%
6 Months
−3.92%
11.95%
1 Year
−6.84%
7.86%
3 Years
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—
5 Years
—
—
Since Inception
4.50%
0.34%
Fund Age
2 yrs 8 mo
13 mo
AUM
₹3.74 Cr
₹18.23 Cr
Alpha – 1 Year
−4.88%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 42% · M 43% · S 15%
L 48% · M 3% · S 35%
Number of Stocks
20
13
Portfolio P/E
42.34
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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