Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
Asit C Mehta - Ace Multi-asset Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
1.26%
6 Months
20.10%
8.39%
1 Year
15.30%
14.45%
3 Years
16.40%
20.39%
5 Years
14.80%
20.20%
Since Inception
22.20%
16.82%
Fund Age
14 yrs 10 mo
7 yrs 10 mo
AUM
₹454.6 Cr
₹12.77 Cr
Alpha – 1 Year
10.60%
7.59%
Alpha – 3 Years
4.30%
9.35%
Information Ratio – 3 Years
0.46
0.38
Volatility – 1 Year
22.61%
12.27%
Volatility – 3 Years
21.60%
16.07%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.17
1.51
Sharpe Ratio – 1 Year
0.50
0.74
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
-9.11%
6.14%
Value at Worst Rolling Year
₹0.91 Cr
₹1.06 Cr
Deepest Drawdown
−24.77%
−17.38%
Recovery Period
487 days
243 days
1-Year Rolling Windows Positive
95.79%
100.00%
Median Rolling Year
24.63%
26.13%
5-Year Rolling Windows Positive
99.16%
100.00%
Market-Cap Mix
L 1% · M 29% · S 69%
L 22% · M 19% · S 28%
Number of Stocks
222
23
Portfolio P/E
—
26.00
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%