Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−2.58%
6 Months
−5.38%
1.87%
1 Year
−6.70%
8.68%
3 Years
7.98%
16.60%
5 Years
—
15.36%
Since Inception
7.98%
12.51%
Fund Age
2 yrs 11 mo
8 yrs 8 mo
AUM
₹7.31 Cr
₹4.55 Cr
Alpha – 1 Year
−6.35%
3.96%
Alpha – 3 Years
−1.02%
4.51%
Information Ratio – 3 Years
-0.08
0.64
Volatility – 1 Year
17.44%
15.98%
Volatility – 3 Years
15.65%
15.76%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-0.61
0.27
Sharpe Ratio – 3 Years
0.22
0.72
Worst Rolling Year
—
1.47%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−21.15%
−17.84%
Recovery Period
Not yet recovered
136 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 68% · M 14% · S 12%
Number of Stocks
66
14
Portfolio P/E
27.03
31.16
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%