Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Money Life - Mas Prime
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.82%
6 Months
−3.92%
25.39%
1 Year
−6.84%
17.69%
3 Years
—
21.57%
5 Years
—
14.87%
Since Inception
4.50%
17.17%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹3.74 Cr
₹119.43 Cr
Alpha – 1 Year
−4.88%
18.04%
Alpha – 3 Years
—
12.57%
Information Ratio – 3 Years
—
0.68
Volatility – 1 Year
11.57%
26.38%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
0.63
0.88
Beta – 3 Years
—
0.85
Sharpe Ratio – 1 Year
-1.03
0.54
Sharpe Ratio – 3 Years
—
0.77
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%