Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.11%
0.81%
6 Months
−3.92%
3.41%
1 Year
−6.84%
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
10.39%
Fund Age
2 yrs 8 mo
16 mo
AUM
₹3.74 Cr
₹54.76 Cr
Alpha – 1 Year
−4.88%
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−10.47%
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%
—
Number of Stocks
20
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –