Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
1.87%
10.94%
1 Year
8.68%
1.03%
3 Years
16.60%
11.45%
5 Years
15.36%
15.19%
Since Inception
12.51%
27.03%
Fund Age
8 yrs 8 mo
5 yrs 11 mo
AUM
₹4.55 Cr
₹298.71 Cr
Alpha – 1 Year
3.96%
−3.69%
Alpha – 3 Years
4.51%
−0.64%
Information Ratio – 3 Years
0.64
-0.04
Volatility – 1 Year
15.98%
27.68%
Volatility – 3 Years
15.76%
23.40%
Beta – 1 Year
0.87
1.45
Beta – 3 Years
0.94
1.22
Sharpe Ratio – 1 Year
0.27
-0.03
Sharpe Ratio – 3 Years
0.72
0.35
Worst Rolling Year
1.47%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.84%
—
Recovery Period
136 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.72%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
L 2% · M 2% · S 86%
Number of Stocks
14
36
Portfolio P/E
31.16
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%