Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.58%
10.15%
6 Months
1.87%
31.39%
1 Year
8.68%
26.01%
3 Years
16.60%
19.28%
5 Years
15.36%
23.67%
Since Inception
12.51%
28.23%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹4.55 Cr
₹483.07 Cr
Alpha – 1 Year
3.96%
21.29%
Alpha – 3 Years
4.51%
7.19%
Information Ratio – 3 Years
0.64
0.38
Volatility – 1 Year
15.98%
27.77%
Volatility – 3 Years
15.76%
26.19%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.94
1.20
Sharpe Ratio – 1 Year
0.27
0.78
Sharpe Ratio – 3 Years
0.72
0.61
Worst Rolling Year
1.47%
19.29%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−17.84%
−32.66%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 12% · M 6% · S 81%
Number of Stocks
14
63
Portfolio P/E
31.16
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%