Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.04%
6 Months
−3.92%
5.19%
1 Year
−6.84%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
4.50%
12.62%
Fund Age
2 yrs 8 mo
3 yrs 8 mo
AUM
₹3.74 Cr
₹42.96 Cr
Alpha – 1 Year
−4.88%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
11.57%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
0.63
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-1.03
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.09%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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% / 0% / 0%