Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Prabhudas Lilladher - Elevate
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
18.21%
6 Months
−3.92%
19.98%
1 Year
−6.84%
30.53%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
18.35%
Fund Age
2 yrs 8 mo
2 yrs 8 mo
AUM
₹3.74 Cr
—
Alpha – 1 Year
−4.88%
26.89%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
21.52%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
1.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−15.37%
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 6% · M 16% · S 54%
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%
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
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%
3% / 2% / 1%