Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Centrum PMS - Micro
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%
5.99%
6 Months
1.87%
26.63%
1 Year
8.68%
16.86%
3 Years
16.60%
13.24%
5 Years
15.36%
17.56%
Since Inception
12.51%
16.65%
Fund Age
8 yrs 8 mo
10 yrs 1 mo
AUM
₹4.55 Cr
₹11.38 Cr
Alpha – 1 Year
3.96%
12.14%
Alpha – 3 Years
4.51%
1.15%
Information Ratio – 3 Years
0.64
0.20
Volatility – 1 Year
15.98%
29.32%
Volatility – 3 Years
15.76%
24.13%
Beta – 1 Year
0.87
1.44
Beta – 3 Years
0.94
1.15
Sharpe Ratio – 1 Year
0.27
0.48
Sharpe Ratio – 3 Years
0.72
0.50
Worst Rolling Year
1.47%
-10.45%
Value at Worst Rolling Year
₹1.01 Cr
₹0.90 Cr
Deepest Drawdown
−17.84%
−32.02%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
19.72%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
M 1% · S 95%
Number of Stocks
14
28
Portfolio P/E
31.16
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%