Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
1.81%
6 Months
1.87%
9.83%
1 Year
8.68%
13.53%
3 Years
16.60%
28.65%
5 Years
15.36%
30.15%
Since Inception
12.51%
22.72%
Fund Age
8 yrs 8 mo
8 yrs 8 mo
AUM
₹4.55 Cr
₹1,835.92 Cr
Alpha – 1 Year
3.96%
8.81%
Alpha – 3 Years
4.51%
16.56%
Information Ratio – 3 Years
0.64
1.28
Volatility – 1 Year
15.98%
19.12%
Volatility – 3 Years
15.76%
18.89%
Beta – 1 Year
0.87
0.96
Beta – 3 Years
0.94
0.91
Sharpe Ratio – 1 Year
0.27
0.47
Sharpe Ratio – 3 Years
0.72
1.16
Worst Rolling Year
1.47%
-6.00%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−17.84%
−13.66%
Recovery Period
136 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
19.72%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 24% · M 10% · S 45%
Number of Stocks
14
—
Portfolio P/E
31.16
—
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%