Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Right Horizons - All Seasons
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%
1.32%
6 Months
1.87%
3.83%
1 Year
8.68%
9.77%
3 Years
16.60%
13.19%
5 Years
15.36%
12.01%
Since Inception
12.51%
14.38%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹4.55 Cr
₹42.66 Cr
Alpha – 1 Year
3.96%
3.80%
Alpha – 3 Years
4.51%
2.30%
Information Ratio – 3 Years
0.64
0.23
Volatility – 1 Year
15.98%
15.84%
Volatility – 3 Years
15.76%
12.64%
Beta – 1 Year
0.87
1.56
Beta – 3 Years
0.94
1.48
Sharpe Ratio – 1 Year
0.27
0.32
Sharpe Ratio – 3 Years
0.72
0.70
Worst Rolling Year
1.47%
9.09%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.84%
−15.18%
Recovery Period
136 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 37% · M 21% · S 27%
Number of Stocks
14
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%