Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Right Horizons - Alliance
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%
1.80%
6 Months
1.87%
2.80%
1 Year
8.68%
4.89%
3 Years
16.60%
12.23%
5 Years
15.36%
10.64%
Since Inception
12.51%
8.93%
Fund Age
8 yrs 8 mo
12 yrs
AUM
₹4.55 Cr
₹134.76 Cr
Alpha – 1 Year
3.96%
−1.08%
Alpha – 3 Years
4.51%
1.34%
Information Ratio – 3 Years
0.64
0.07
Volatility – 1 Year
15.98%
10.79%
Volatility – 3 Years
15.76%
9.62%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.94
1.10
Sharpe Ratio – 1 Year
0.27
-0.01
Sharpe Ratio – 3 Years
0.72
0.69
Worst Rolling Year
1.47%
0.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−17.84%
−11.50%
Recovery Period
136 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.72%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 50% · M 11% · S 8%
Number of Stocks
14
33
Portfolio P/E
31.16
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –