Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
0.36%
6 Months
1.87%
5.01%
1 Year
8.68%
−5.33%
3 Years
16.60%
1.25%
5 Years
15.36%
−1.56%
Since Inception
12.51%
10.94%
Fund Age
8 yrs 8 mo
6 yrs 11 mo
AUM
₹4.55 Cr
₹122.91 Cr
Alpha – 1 Year
3.96%
−8.31%
Alpha – 3 Years
4.51%
−10.64%
Information Ratio – 3 Years
0.64
-0.98
Volatility – 1 Year
15.98%
16.35%
Volatility – 3 Years
15.76%
16.88%
Beta – 1 Year
0.87
0.87
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
0.27
-0.59
Sharpe Ratio – 3 Years
0.72
-0.17
Worst Rolling Year
1.47%
-5.79%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−17.84%
−20.60%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
19.72%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 68% · M 14% · S 12%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%