Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
IFM Largecap Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
−0.16%
6 Months
−3.92%
−3.46%
1 Year
−6.84%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
−3.49%
Fund Age
2 yrs 8 mo
14 mo
AUM
₹3.74 Cr
₹116.7 Cr
Alpha – 1 Year
−4.88%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 42% · M 43% · S 15%
L 83% · M 6% · S 9%
Number of Stocks
20
26
Portfolio P/E
42.34
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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