Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
NJ - Bluechip
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%
−1.21%
6 Months
1.87%
5.09%
1 Year
8.68%
0.26%
3 Years
16.60%
9.53%
5 Years
15.36%
5.40%
Since Inception
12.51%
12.09%
Fund Age
8 yrs 8 mo
8 yrs 5 mo
AUM
₹4.55 Cr
₹1,644.09 Cr
Alpha – 1 Year
3.96%
0.61%
Alpha – 3 Years
4.51%
0.54%
Information Ratio – 3 Years
0.64
0.06
Volatility – 1 Year
15.98%
17.94%
Volatility – 3 Years
15.76%
17.25%
Beta – 1 Year
0.87
1.03
Beta – 3 Years
0.94
1.11
Sharpe Ratio – 1 Year
0.27
-0.20
Sharpe Ratio – 3 Years
0.72
0.31
Worst Rolling Year
1.47%
2.29%
Value at Worst Rolling Year
₹1.01 Cr
₹1.02 Cr
Deepest Drawdown
−17.84%
−21.60%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 49% · M 36% · S 14%
Number of Stocks
14
20
Portfolio P/E
31.16
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%