Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Monarch Wealth Creator Fund
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%
2.85%
6 Months
−3.92%
12.32%
1 Year
−6.84%
—
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
13.81%
Fund Age
2 yrs 8 mo
8 mo
AUM
₹3.74 Cr
₹279.09 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%
L 35% · M 34% · S 23%
Number of Stocks
20
40
Portfolio P/E
42.34
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0.5% / 0%