Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Merisis Catalyst Series 1
Return for the risk
1 yr return
-10%
-5%
0%
5%
Nifty 500 · -2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.11%
−2.20%
6 Months
−3.92%
9.62%
1 Year
−6.84%
—
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
3.28%
Fund Age
2 yrs 8 mo
9 mo
AUM
₹3.74 Cr
₹0.81 Cr
Alpha – 1 Year
−4.88%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
—
Recovery Period
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%
S 79%
Number of Stocks
20
8
Portfolio P/E
42.34
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%