Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Avestha - Growth
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%
0.64%
6 Months
8.39%
21.51%
1 Year
14.45%
15.87%
3 Years
20.39%
14.38%
5 Years
20.20%
17.96%
Since Inception
16.82%
16.82%
Fund Age
7 yrs 10 mo
8 yrs 9 mo
AUM
₹12.77 Cr
₹1,503.25 Cr
Alpha – 1 Year
7.59%
11.15%
Alpha – 3 Years
9.35%
2.29%
Information Ratio – 3 Years
0.38
0.39
Volatility – 1 Year
12.27%
27.51%
Volatility – 3 Years
16.07%
22.70%
Beta – 1 Year
1.23
1.48
Beta – 3 Years
1.51
1.25
Sharpe Ratio – 1 Year
0.74
0.47
Sharpe Ratio – 3 Years
0.80
0.50
Worst Rolling Year
6.14%
1.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.02 Cr
Deepest Drawdown
−17.38%
−24.39%
Recovery Period
243 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 12% · M 19% · S 67%
Number of Stocks
23
17
Portfolio P/E
26.00
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%