Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.81%
6 Months
−3.92%
1.04%
1 Year
−6.84%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
4.50%
8.72%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹3.74 Cr
₹53.49 Cr
Alpha – 1 Year
−4.88%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
0.63
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 42% · M 43% · S 15%
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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%
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Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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