Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.41%
6 Months
−3.92%
13.18%
1 Year
−6.84%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
4.50%
11.83%
Fund Age
2 yrs 8 mo
4 yrs 11 mo
AUM
₹3.74 Cr
₹31.01 Cr
Alpha – 1 Year
−4.88%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
11.57%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.63
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-1.03
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.09%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 37% · M 30% · S 33%
Number of Stocks
20
26
Portfolio P/E
42.34
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—