Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.10%
6 Months
−3.92%
8.00%
1 Year
−6.84%
6.50%
3 Years
—
11.40%
5 Years
—
—
Since Inception
4.50%
13.00%
Fund Age
2 yrs 8 mo
3 yrs 6 mo
AUM
₹3.74 Cr
₹9.42 Cr
Alpha – 1 Year
−4.88%
1.80%
Alpha – 3 Years
—
−0.70%
Information Ratio – 3 Years
—
-0.20
Volatility – 1 Year
11.57%
21.60%
Volatility – 3 Years
—
16.09%
Beta – 1 Year
0.63
1.19
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-1.03
0.17
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.09%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 51% · M 15% · S 33%
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.1% / – / 0%