Portfolio Management Services (PMS)Compare Schemes
Axis - APLHASENSE AI vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Axis - APLHASENSE AI
ValueQuest - Growth
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.42%
6 Months
−3.92%
31.94%
1 Year
−6.84%
21.84%
3 Years
—
17.21%
5 Years
—
16.75%
Since Inception
4.50%
18.18%
Fund Age
2 yrs 8 mo
13 yrs 5 mo
AUM
₹3.74 Cr
₹2,035.08 Cr
Alpha – 1 Year
−4.88%
18.86%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
11.57%
24.29%
Volatility – 3 Years
—
19.24%
Beta – 1 Year
0.63
1.15
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-1.03
0.70
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
−14.09%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 42% · M 43% · S 15%
L 23% · M 1% · S 69%
Number of Stocks
20
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%