Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.78%
6 Months
−3.92%
15.08%
1 Year
−6.84%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
4.50%
23.12%
Fund Age
2 yrs 8 mo
3 yrs 7 mo
AUM
₹3.74 Cr
₹78.91 Cr
Alpha – 1 Year
−4.88%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
11.57%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
0.63
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-1.03
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.09%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 43% · S 15%
L 15% · M 30% · S 55%
Number of Stocks
20
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%