Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
MASK Prime Picks
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%
1.74%
6 Months
1.87%
3.03%
1 Year
8.68%
3.99%
3 Years
16.60%
8.85%
5 Years
15.36%
8.35%
Since Inception
12.51%
10.50%
Fund Age
8 yrs 8 mo
8 yrs 2 mo
AUM
₹4.55 Cr
₹274.26 Cr
Alpha – 1 Year
3.96%
−0.73%
Alpha – 3 Years
4.51%
−3.23%
Information Ratio – 3 Years
0.64
-0.72
Volatility – 1 Year
15.98%
15.72%
Volatility – 3 Years
15.76%
15.15%
Beta – 1 Year
0.87
0.89
Beta – 3 Years
0.94
0.94
Sharpe Ratio – 1 Year
0.27
-0.08
Sharpe Ratio – 3 Years
0.72
0.27
Worst Rolling Year
1.47%
7.13%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.84%
−20.31%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 48% · M 27% · S 18%
Number of Stocks
14
40
Portfolio P/E
31.16
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%