Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.74%
6 Months
−3.92%
1.17%
1 Year
−6.84%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
4.50%
16.58%
Fund Age
2 yrs 8 mo
4 yrs 5 mo
AUM
₹3.74 Cr
₹72.15 Cr
Alpha – 1 Year
−4.88%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.63
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.09%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%