Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
BB Money Plant
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%
−0.92%
6 Months
8.39%
16.35%
1 Year
14.45%
29.45%
3 Years
20.39%
—
5 Years
20.20%
—
Since Inception
16.82%
33.72%
Fund Age
7 yrs 10 mo
16 mo
AUM
₹12.77 Cr
₹17.74 Cr
Alpha – 1 Year
7.59%
26.47%
Alpha – 3 Years
9.35%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
12.27%
19.66%
Volatility – 3 Years
16.07%
—
Beta – 1 Year
1.23
0.78
Beta – 3 Years
1.51
—
Sharpe Ratio – 1 Year
0.74
1.14
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
6.14%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−17.38%
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
23
30
Portfolio P/E
26.00
52.18
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 · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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%