Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
0.87%
6 Months
−5.38%
10.71%
1 Year
−6.70%
14.18%
3 Years
7.98%
22.17%
5 Years
—
23.46%
Since Inception
7.98%
19.11%
Fund Age
2 yrs 11 mo
8 yrs
AUM
₹7.31 Cr
₹120.99 Cr
Alpha – 1 Year
−6.35%
9.46%
Alpha – 3 Years
−1.02%
10.08%
Information Ratio – 3 Years
-0.08
0.87
Volatility – 1 Year
17.44%
18.02%
Volatility – 3 Years
15.65%
20.69%
Beta – 1 Year
1.08
1.00
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.61
0.53
Sharpe Ratio – 3 Years
0.22
0.83
Worst Rolling Year
—
9.94%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−21.15%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 20% · M 23% · S 47%
Number of Stocks
66
19
Portfolio P/E
27.03
29.90
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 · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%