Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.05%
6 Months
−3.92%
6.73%
1 Year
−6.84%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
4.50%
37.04%
Fund Age
2 yrs 8 mo
3 yrs
AUM
₹3.74 Cr
₹174.65 Cr
Alpha – 1 Year
−4.88%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
11.57%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
0.63
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
-1.03
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−14.09%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
—
Number of Stocks
20
—
Portfolio P/E
42.34
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%