Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
Tulsian - PMS
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%
2.21%
6 Months
1.87%
21.04%
1 Year
8.68%
21.34%
3 Years
16.60%
19.08%
5 Years
15.36%
23.67%
Since Inception
12.51%
—
Fund Age
8 yrs 8 mo
6 yrs 4 mo
AUM
₹4.55 Cr
₹364.08 Cr
Alpha – 1 Year
3.96%
21.69%
Alpha – 3 Years
4.51%
10.08%
Information Ratio – 3 Years
0.64
0.52
Volatility – 1 Year
15.98%
32.28%
Volatility – 3 Years
15.76%
28.08%
Beta – 1 Year
0.87
1.47
Beta – 3 Years
0.94
1.60
Sharpe Ratio – 1 Year
0.27
0.58
Sharpe Ratio – 3 Years
0.72
0.57
Worst Rolling Year
1.47%
15.61%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−17.84%
−31.98%
Recovery Period
136 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 90% · M 10%
Number of Stocks
14
—
Portfolio P/E
31.16
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%