Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.11%
−0.91%
6 Months
−3.92%
−6.35%
1 Year
−6.84%
3.05%
3 Years
—
10.74%
5 Years
—
13.00%
Since Inception
4.50%
14.74%
Fund Age
2 yrs 8 mo
7 yrs 8 mo
AUM
₹3.74 Cr
₹460.92 Cr
Alpha – 1 Year
−4.88%
3.40%
Alpha – 3 Years
—
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
11.57%
15.87%
Volatility – 3 Years
—
14.99%
Beta – 1 Year
0.63
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-1.03
-0.07
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%