Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.30%
6 Months
−3.92%
9.50%
1 Year
−6.84%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
4.50%
12.90%
Fund Age
2 yrs 8 mo
19 yrs 8 mo
AUM
₹3.74 Cr
₹295.65 Cr
Alpha – 1 Year
−4.88%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
11.57%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.63
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-1.03
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.09%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 42% · M 43% · S 15%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –