Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.80%
6 Months
−3.92%
20.03%
1 Year
−6.84%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
4.50%
14.70%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹3.74 Cr
₹201.68 Cr
Alpha – 1 Year
−4.88%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
11.57%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
0.63
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-1.03
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.09%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 38% · M 4% · S 49%
Number of Stocks
20
24
Portfolio P/E
42.34
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%