Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.58%
3.93%
6 Months
1.87%
25.32%
1 Year
8.68%
18.21%
3 Years
16.60%
32.70%
5 Years
15.36%
23.63%
Since Inception
12.51%
28.38%
Fund Age
8 yrs 8 mo
7 yrs 10 mo
AUM
₹4.55 Cr
₹8,686.39 Cr
Alpha – 1 Year
3.96%
13.49%
Alpha – 3 Years
4.51%
20.61%
Information Ratio – 3 Years
0.64
1.92
Volatility – 1 Year
15.98%
22.97%
Volatility – 3 Years
15.76%
19.40%
Beta – 1 Year
0.87
1.12
Beta – 3 Years
0.94
0.98
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.72
1.30
Worst Rolling Year
1.47%
17.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.17 Cr
Deepest Drawdown
−17.84%
−22.23%
Recovery Period
136 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 37% · M 30% · S 25%
Number of Stocks
14
43
Portfolio P/E
31.16
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%