Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
3.76%
6 Months
1.87%
11.66%
1 Year
8.68%
12.54%
3 Years
16.60%
11.42%
5 Years
15.36%
—
Since Inception
12.51%
6.78%
Fund Age
8 yrs 8 mo
4 yrs 10 mo
AUM
₹4.55 Cr
₹2.34 Cr
Alpha – 1 Year
3.96%
7.82%
Alpha – 3 Years
4.51%
−0.67%
Information Ratio – 3 Years
0.64
-0.04
Volatility – 1 Year
15.98%
21.44%
Volatility – 3 Years
15.76%
14.93%
Beta – 1 Year
0.87
1.05
Beta – 3 Years
0.94
0.81
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
0.72
0.50
Worst Rolling Year
1.47%
3.84%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−17.84%
−16.40%
Recovery Period
136 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 46% · M 22% · S 27%
Number of Stocks
14
19
Portfolio P/E
31.16
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%