Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.11%
−0.63%
6 Months
−3.92%
8.65%
1 Year
−6.84%
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
22.10%
Fund Age
2 yrs 8 mo
2 yrs 7 mo
AUM
₹3.74 Cr
₹374.18 Cr
Alpha – 1 Year
−4.88%
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−8.56%
Recovery Period
Not yet recovered
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 49% · M 41% · S 9%
Number of Stocks
20
37
Portfolio P/E
42.34
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%