Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
8.39%
2.75%
1 Year
14.45%
19.54%
3 Years
20.39%
16.88%
5 Years
20.20%
17.69%
Since Inception
16.82%
15.84%
Fund Age
7 yrs 10 mo
8 yrs
AUM
₹12.77 Cr
₹335.72 Cr
Alpha – 1 Year
7.59%
19.89%
Alpha – 3 Years
9.35%
7.88%
Information Ratio – 3 Years
0.38
0.91
Volatility – 1 Year
12.27%
22.09%
Volatility – 3 Years
16.07%
17.60%
Beta – 1 Year
1.23
1.28
Beta – 3 Years
1.51
1.08
Sharpe Ratio – 1 Year
0.74
0.68
Sharpe Ratio – 3 Years
0.80
0.74
Worst Rolling Year
6.14%
9.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−17.38%
−17.25%
Recovery Period
243 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 57% · M 6% · S 37%
Number of Stocks
23
192
Portfolio P/E
26.00
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%