Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
3.80%
6 Months
1.87%
7.35%
1 Year
8.68%
9.59%
3 Years
16.60%
7.90%
5 Years
15.36%
12.07%
Since Inception
12.51%
14.25%
Fund Age
8 yrs 8 mo
13 yrs 1 mo
AUM
₹4.55 Cr
₹106.28 Cr
Alpha – 1 Year
3.96%
9.94%
Alpha – 3 Years
4.51%
−1.10%
Information Ratio – 3 Years
0.64
-0.12
Volatility – 1 Year
15.98%
15.58%
Volatility – 3 Years
15.76%
14.39%
Beta – 1 Year
0.87
0.83
Beta – 3 Years
0.94
0.84
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.72
0.24
Worst Rolling Year
1.47%
-8.02%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−17.84%
−19.54%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
19.72%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 39% · M 40% · S 18%
Number of Stocks
14
25
Portfolio P/E
31.16
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%