Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
−1.22%
6 Months
8.39%
5.87%
1 Year
14.45%
2.35%
3 Years
20.39%
13.67%
5 Years
20.20%
15.58%
Since Inception
16.82%
16.64%
Fund Age
7 yrs 10 mo
5 yrs 6 mo
AUM
₹12.77 Cr
₹756.71 Cr
Alpha – 1 Year
7.59%
−0.63%
Alpha – 3 Years
9.35%
1.78%
Information Ratio – 3 Years
0.38
0.09
Volatility – 1 Year
12.27%
15.74%
Volatility – 3 Years
16.07%
14.36%
Beta – 1 Year
1.23
0.82
Beta – 3 Years
1.51
0.84
Sharpe Ratio – 1 Year
0.74
-0.13
Sharpe Ratio – 3 Years
0.80
0.59
Worst Rolling Year
6.14%
13.38%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−17.38%
−15.74%
Recovery Period
243 days
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 19% · S 28%
L 43% · M 8% · S 37%
Number of Stocks
23
26
Portfolio P/E
26.00
34.08
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%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%