Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
0.67%
6 Months
1.87%
6.20%
1 Year
8.68%
9.45%
3 Years
16.60%
11.74%
5 Years
15.36%
—
Since Inception
12.51%
12.77%
Fund Age
8 yrs 8 mo
3 yrs 7 mo
AUM
₹4.55 Cr
₹223.43 Cr
Alpha – 1 Year
3.96%
9.88%
Alpha – 3 Years
4.51%
3.17%
Information Ratio – 3 Years
0.64
0.40
Volatility – 1 Year
15.98%
16.24%
Volatility – 3 Years
15.76%
16.22%
Beta – 1 Year
0.87
0.89
Beta – 3 Years
0.94
1.02
Sharpe Ratio – 1 Year
0.27
0.30
Sharpe Ratio – 3 Years
0.72
0.44
Worst Rolling Year
1.47%
11.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.84%
−24.20%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 45% · M 31% · S 19%
Number of Stocks
14
96
Portfolio P/E
31.16
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%