Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
−0.38%
6 Months
−3.92%
11.48%
1 Year
−6.84%
7.29%
3 Years
—
16.29%
5 Years
—
16.45%
Since Inception
4.50%
20.67%
Fund Age
2 yrs 8 mo
10 yrs 4 mo
AUM
₹3.74 Cr
₹1,333.94 Cr
Alpha – 1 Year
−4.88%
2.57%
Alpha – 3 Years
—
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
11.57%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
0.63
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-1.03
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−14.09%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
—
Number of Stocks
20
50
Portfolio P/E
42.34
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%