Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
1.87%
3.53%
1 Year
8.68%
−0.08%
3 Years
16.60%
14.56%
5 Years
15.36%
12.33%
Since Inception
12.51%
18.88%
Fund Age
8 yrs 8 mo
16 yrs 7 mo
AUM
₹4.55 Cr
₹1,574.57 Cr
Alpha – 1 Year
3.96%
0.35%
Alpha – 3 Years
4.51%
5.99%
Information Ratio – 3 Years
0.64
0.72
Volatility – 1 Year
15.98%
16.64%
Volatility – 3 Years
15.76%
15.28%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.94
0.94
Sharpe Ratio – 1 Year
0.27
-0.25
Sharpe Ratio – 3 Years
0.72
0.61
Worst Rolling Year
1.47%
-0.31%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−17.84%
−22.42%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
19.72%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 39% · M 8% · S 47%
Number of Stocks
14
33
Portfolio P/E
31.16
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%