What is the hurdle rate of Aplhasense AI?

The hurdle rate of Aplhasense AI is 2.50%(Q).

What is the fixed fee charged in Aplhasense AI ?

The fixed fee charged in Aplhasense AI is 2.50%.

What is the variable fee charged in Aplhasense AI ?

The variable fee charged in Aplhasense AI is 1.50%.

What is the profit sharing in Aplhasense AI ?

The profit sharing in Aplhasense AI is 20% Profit sharing above 2.50% hurdle(quarter).

What is the minimum investment in Aplhasense AI ?

The minimum investment in Aplhasense AI is ₹50 Lacs

What type of scheme is Aplhasense AI?

Aplhasense AI is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Aplhasense AI?

The inception date of Aplhasense AI is Oct 10, 2023.

Aplhasense AI

Axis Securities Ltd
Multi Cap AND Flexi Cap

178
Out of 251*
Compare
Share

Portfolio age2 years, 7 months

-8.68%

-11.37%

Hurdle Rate**2.50%(Q)

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/03/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0%)

Allocation by Market Cap

Small Cap (27.03%)

Mid Cap (21.48%)

Large Cap (51.49%)

Sector Holdings

Fast Moving Consumer Goods25.18%
Financial Services17.41%
Automobile and Auto Components15.19%
Information Technology9.26%
Healthcare8.52%

Stock Holdings

Torrent Pharmaceuticals Ltd.8.52%
Britannia Industries Ltd.8.15%
Marico Limited7.78%
Anand Rathi Wealth Limited7.41%
HCL Technologies Ltd7.04%

PORTFOLIO MANAGERS

Naveen Kulkarni

Manager Rank Out of 179
i
Rank is based on 3-year return
Schemes Managed4
Total AUMUndisclosed
Highest Return In 1 Yr1.84%

Profile

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Kaizen

AUM (₹ Cr)

₹485.52 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

13 Out of 269

Fixed Fee

2.50%

Scheme Return

-5.92%

Benchmark Return

-11.37%

Aplhasense AI

AUM (₹ Cr)

UNDISC.

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

51 Out of 269

Fixed Fee

2.50%

Scheme Return

-8.68%

Benchmark Return

-11.37%

Axis Securities - Growth

AUM (₹ Cr)

₹839.47 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

80 Out of 269

Fixed Fee

2.50%

Scheme Return

-9.68%

Benchmark Return

-11.37%

Axis Securities - Contra

AUM (₹ Cr)

₹1,728.37 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

189 Out of 269

Fixed Fee

2.50%

Scheme Return

-11.73%

Benchmark Return

-11.37%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Mar, 2026)

Inception Date

Oct 10, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

2.50%(Q)

Profit Sharing

20% Profit sharing above 2.50% hurdle(quarter)

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Stock investment endeavors to achieve consistent outperformance in the long term through diversified investment of ‘Winners’. The ‘Adaptive Investing’ strategy applies a unique approach to deliver alpha by applying equal exposure to ‘Core’ and ‘AlphaSense’ factors. The objective is to deliver returns that are significantly above the benchmark index BSE 500 TR which will translate into long term value creation.

Investment Approach

A Process-Driven Approach of ‘Adaptive Investing’ using multi-factor strategy. Our ‘Adaptive Investing’ multi-factor strategy adjusts factor exposure to investments according to the economic environment and overall market conditions, enabling you to earn potentially higher gains.