Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · -2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.11%
4.64%
6 Months
−3.92%
20.32%
1 Year
−6.84%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
4.50%
15.24%
Fund Age
2 yrs 8 mo
1 yr 9 mo
AUM
₹3.74 Cr
₹3.17 Cr
Alpha – 1 Year
−4.88%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.57%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.03
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.09%
−12.48%
Recovery Period
Not yet recovered
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%
L 28% · M 19% · S 50%
Number of Stocks
20
36
Portfolio P/E
42.34
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –