Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Pace - Secure
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%
−0.11%
6 Months
1.87%
2.89%
1 Year
8.68%
7.86%
3 Years
16.60%
10.62%
5 Years
15.36%
10.19%
Since Inception
12.51%
9.46%
Fund Age
8 yrs 8 mo
5 yrs 7 mo
AUM
₹4.55 Cr
₹158.06 Cr
Alpha – 1 Year
3.96%
−1.70%
Alpha – 3 Years
4.51%
0.86%
Information Ratio – 3 Years
0.64
0.37
Volatility – 1 Year
15.98%
1.80%
Volatility – 3 Years
15.76%
3.43%
Beta – 1 Year
0.87
0.81
Beta – 3 Years
0.94
0.63
Sharpe Ratio – 1 Year
0.27
1.30
Sharpe Ratio – 3 Years
0.72
1.53
Worst Rolling Year
1.47%
8.14%
Value at Worst Rolling Year
₹1.01 Cr
₹1.08 Cr
Deepest Drawdown
−17.84%
—
Recovery Period
136 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
—
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%
—
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
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%