Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Axis - APLHASENSE AI
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%
0.11%
6 Months
8.39%
−3.92%
1 Year
14.45%
−6.84%
3 Years
20.39%
—
5 Years
20.20%
—
Since Inception
16.82%
4.50%
Fund Age
7 yrs 10 mo
2 yrs 8 mo
AUM
₹12.77 Cr
₹3.74 Cr
Alpha – 1 Year
7.59%
−4.88%
Alpha – 3 Years
9.35%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
12.27%
11.57%
Volatility – 3 Years
16.07%
—
Beta – 1 Year
1.23
0.63
Beta – 3 Years
1.51
—
Sharpe Ratio – 1 Year
0.74
-1.03
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
6.14%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−17.38%
−14.09%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.13%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 19% · S 28%
L 42% · M 43% · S 15%
Number of Stocks
23
20
Portfolio P/E
26.00
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%