Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
11.42%
6 Months
1.87%
35.03%
1 Year
8.68%
37.21%
3 Years
16.60%
27.05%
5 Years
15.36%
21.76%
Since Inception
12.51%
19.33%
Fund Age
8 yrs 8 mo
6 yrs 10 mo
AUM
₹4.55 Cr
₹2,975 Cr
Alpha – 1 Year
3.96%
23.77%
Alpha – 3 Years
4.51%
6.78%
Information Ratio – 3 Years
0.64
5.24
Volatility – 1 Year
15.98%
18.59%
Volatility – 3 Years
15.76%
19.39%
Beta – 1 Year
0.87
1.23
Beta – 3 Years
0.94
1.12
Sharpe Ratio – 1 Year
0.27
1.44
Sharpe Ratio – 3 Years
0.72
0.98
Worst Rolling Year
1.47%
-6.18%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−17.84%
—
Recovery Period
136 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
19.72%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
—
Number of Stocks
14
14
Portfolio P/E
31.16
25.70
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%
3% / 2% / 1%