Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
−1.41%
6 Months
8.39%
−1.89%
1 Year
14.45%
−1.71%
3 Years
20.39%
14.33%
5 Years
20.20%
13.36%
Since Inception
16.82%
22.84%
Fund Age
7 yrs 10 mo
5 yrs 5 mo
AUM
₹12.77 Cr
₹46.26 Cr
Alpha – 1 Year
7.59%
−6.43%
Alpha – 3 Years
9.35%
2.24%
Information Ratio – 3 Years
0.38
0.22
Volatility – 1 Year
12.27%
19.18%
Volatility – 3 Years
16.07%
17.80%
Beta – 1 Year
1.23
1.02
Beta – 3 Years
1.51
1.04
Sharpe Ratio – 1 Year
0.74
-0.27
Sharpe Ratio – 3 Years
0.80
0.55
Worst Rolling Year
6.14%
13.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−17.38%
−20.80%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 69% · M 8% · S 22%
Number of Stocks
23
65
Portfolio P/E
26.00
28.49
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%