Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.91%
6 Months
−3.92%
15.63%
1 Year
−6.84%
20.01%
3 Years
—
17.10%
5 Years
—
15.64%
Since Inception
4.50%
13.05%
Fund Age
2 yrs 8 mo
8 yrs 11 mo
AUM
₹3.74 Cr
₹46.46 Cr
Alpha – 1 Year
−4.88%
15.29%
Alpha – 3 Years
—
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
11.57%
20.61%
Volatility – 3 Years
—
19.98%
Beta – 1 Year
0.63
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-1.03
0.73
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-3.76%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.09%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
93.14%
Median Rolling Year
—
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 27% · M 34% · S 33%
Number of Stocks
20
25
Portfolio P/E
42.34
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%