Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Asit C Mehta - Ace Multi-asset Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.26%
6 Months
−5.38%
8.39%
1 Year
−6.70%
14.45%
3 Years
7.98%
20.39%
5 Years
—
20.20%
Since Inception
7.98%
16.82%
Fund Age
2 yrs 11 mo
7 yrs 10 mo
AUM
₹7.31 Cr
₹12.77 Cr
Alpha – 1 Year
−6.35%
7.59%
Alpha – 3 Years
−1.02%
9.35%
Information Ratio – 3 Years
-0.08
0.38
Volatility – 1 Year
17.44%
12.27%
Volatility – 3 Years
15.65%
16.07%
Beta – 1 Year
1.08
1.23
Beta – 3 Years
—
1.51
Sharpe Ratio – 1 Year
-0.61
0.74
Sharpe Ratio – 3 Years
0.22
0.80
Worst Rolling Year
—
6.14%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−21.15%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 22% · M 19% · S 28%
Number of Stocks
66
23
Portfolio P/E
27.03
26.00
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%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%