Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.10%
6 Months
−3.92%
24.70%
1 Year
−6.84%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
4.50%
17.31%
Fund Age
2 yrs 8 mo
7 yrs 2 mo
AUM
₹3.74 Cr
₹328.39 Cr
Alpha – 1 Year
−4.88%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
11.57%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
0.63
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-1.03
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.09%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
—
Number of Stocks
20
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%