Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
−1.73%
6 Months
−3.92%
6.62%
1 Year
−6.84%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
4.50%
12.37%
Fund Age
2 yrs 8 mo
4 yrs 2 mo
AUM
₹3.74 Cr
₹134.62 Cr
Alpha – 1 Year
−4.88%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
11.57%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
0.63
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-1.03
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.09%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%