Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Eklavya Equity
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%
−0.98%
6 Months
1.87%
4.93%
1 Year
8.68%
−0.37%
3 Years
16.60%
—
5 Years
15.36%
—
Since Inception
12.51%
4.91%
Fund Age
8 yrs 8 mo
2 yrs 1 mo
AUM
₹4.55 Cr
₹8 Cr
Alpha – 1 Year
3.96%
−0.02%
Alpha – 3 Years
4.51%
—
Information Ratio – 3 Years
0.64
—
Volatility – 1 Year
15.98%
12.93%
Volatility – 3 Years
15.76%
—
Beta – 1 Year
0.87
0.72
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.27
-0.38
Sharpe Ratio – 3 Years
0.72
—
Worst Rolling Year
1.47%
6.09%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−17.84%
−12.49%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 23% · M 8% · S 36%
Number of Stocks
14
30
Portfolio P/E
31.16
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 2% / 0%