Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−2.58%
6 Months
−2.30%
1.87%
1 Year
1.68%
8.68%
3 Years
13.91%
16.60%
5 Years
—
15.36%
Since Inception
14.05%
12.51%
Fund Age
3 yrs 10 mo
8 yrs 8 mo
AUM
₹53.78 Cr
₹4.55 Cr
Alpha – 1 Year
−3.04%
3.96%
Alpha – 3 Years
1.82%
4.51%
Information Ratio – 3 Years
0.34
0.64
Volatility – 1 Year
15.80%
15.98%
Volatility – 3 Years
15.64%
15.76%
Beta – 1 Year
0.86
0.87
Beta – 3 Years
0.97
0.94
Sharpe Ratio – 1 Year
-0.15
0.27
Sharpe Ratio – 3 Years
0.71
0.72
Worst Rolling Year
15.78%
1.47%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−18.40%
−17.84%
Recovery Period
275 days
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 68% · M 14% · S 12%
Number of Stocks
—
14
Portfolio P/E
—
31.16
Top 5 Holdings
—
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%