Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
0.67%
6 Months
1.87%
1.38%
1 Year
8.68%
7.78%
3 Years
16.60%
12.37%
5 Years
15.36%
10.07%
Since Inception
12.51%
13.18%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹4.55 Cr
₹1.13 Cr
Alpha – 1 Year
3.96%
8.13%
Alpha – 3 Years
4.51%
3.37%
Information Ratio – 3 Years
0.64
0.42
Volatility – 1 Year
15.98%
17.12%
Volatility – 3 Years
15.76%
14.65%
Beta – 1 Year
0.87
0.93
Beta – 3 Years
0.94
0.90
Sharpe Ratio – 1 Year
0.27
0.21
Sharpe Ratio – 3 Years
0.72
0.51
Worst Rolling Year
1.47%
10.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−17.84%
−15.65%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 34% · M 14% · S 34%
Number of Stocks
14
43
Portfolio P/E
31.16
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%