Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Invesco - Challengers
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%
1.41%
6 Months
1.87%
13.18%
1 Year
8.68%
2.91%
3 Years
16.60%
14.27%
5 Years
15.36%
—
Since Inception
12.51%
11.83%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹4.55 Cr
₹31.01 Cr
Alpha – 1 Year
3.96%
−1.81%
Alpha – 3 Years
4.51%
2.18%
Information Ratio – 3 Years
0.64
0.24
Volatility – 1 Year
15.98%
18.67%
Volatility – 3 Years
15.76%
17.11%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.94
0.95
Sharpe Ratio – 1 Year
0.27
-0.04
Sharpe Ratio – 3 Years
0.72
0.56
Worst Rolling Year
1.47%
12.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.84%
−24.73%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 37% · M 30% · S 33%
Number of Stocks
14
26
Portfolio P/E
31.16
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—