Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
MoneyBee-QUEENBEE
Return for the risk
1 yr return
-10%
-5%
0%
5%
Nifty 500 · -2%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.11%
1.65%
6 Months
−3.92%
18.05%
1 Year
−6.84%
−2.50%
3 Years
—
11.39%
5 Years
—
20.90%
Since Inception
4.50%
19.45%
Fund Age
2 yrs 8 mo
19 yrs 2 mo
AUM
₹3.74 Cr
₹108.27 Cr
Alpha – 1 Year
−4.88%
−6.26%
Alpha – 3 Years
—
0.49%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
31.36%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
-0.11
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%
—
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%
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
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%