Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
4.17%
6 Months
1.87%
19.62%
1 Year
8.68%
12.19%
3 Years
16.60%
23.51%
5 Years
15.36%
13.96%
Since Inception
12.51%
23.13%
Fund Age
8 yrs 8 mo
6 yrs 7 mo
AUM
₹4.55 Cr
₹2,332.81 Cr
Alpha – 1 Year
3.96%
9.21%
Alpha – 3 Years
4.51%
11.63%
Information Ratio – 3 Years
0.64
0.83
Volatility – 1 Year
15.98%
26.11%
Volatility – 3 Years
15.76%
21.82%
Beta – 1 Year
0.87
1.32
Beta – 3 Years
0.94
1.14
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.72
0.83
Worst Rolling Year
1.47%
12.50%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.84%
−24.27%
Recovery Period
136 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 14% · M 33% · S 52%
Number of Stocks
14
33
Portfolio P/E
31.16
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%