Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.93%
6 Months
−3.92%
25.32%
1 Year
−6.84%
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
4.50%
28.38%
Fund Age
2 yrs 8 mo
7 yrs 10 mo
AUM
₹3.74 Cr
₹8,686.39 Cr
Alpha – 1 Year
−4.88%
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
11.57%
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
0.63
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-1.03
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.09%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 43% · S 15%
L 37% · M 30% · S 25%
Number of Stocks
20
43
Portfolio P/E
42.34
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%