Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
0.87%
6 Months
−2.30%
10.71%
1 Year
1.68%
14.18%
3 Years
13.91%
22.17%
5 Years
—
23.46%
Since Inception
14.05%
19.11%
Fund Age
3 yrs 10 mo
8 yrs
AUM
₹53.78 Cr
₹120.99 Cr
Alpha – 1 Year
−3.04%
9.46%
Alpha – 3 Years
1.82%
10.08%
Information Ratio – 3 Years
0.34
0.87
Volatility – 1 Year
15.80%
18.02%
Volatility – 3 Years
15.64%
20.69%
Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.15
0.53
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
15.78%
9.94%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−18.40%
−25.91%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 23% · S 47%
Number of Stocks
—
19
Portfolio P/E
—
29.90
Top 5 Holdings
—
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%