Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Qode Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Qode Growth Fund
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%
6.02%
6 Months
−3.92%
37.52%
1 Year
−6.84%
28.99%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
31.88%
Fund Age
2 yrs 8 mo
17 mo
AUM
₹3.74 Cr
₹82.04 Cr
Alpha – 1 Year
−4.88%
24.27%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
23.27%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.69
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.98
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−15.20%
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%
—
Number of Stocks
20
30
Portfolio P/E
42.34
23.38
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%