Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Money Life - Mas Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.70%
6 Months
−3.92%
18.50%
1 Year
−6.84%
9.19%
3 Years
—
14.83%
5 Years
—
14.00%
Since Inception
4.50%
21.97%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹3.74 Cr
₹147.62 Cr
Alpha – 1 Year
−4.88%
9.54%
Alpha – 3 Years
—
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
11.57%
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
0.63
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-1.03
0.27
Sharpe Ratio – 3 Years
—
0.51
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%
—
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%