Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
ICICI Prudential - Pipe Portfolio
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%
3.18%
6 Months
8.39%
10.33%
1 Year
14.45%
12.88%
3 Years
20.39%
16.20%
5 Years
20.20%
21.51%
Since Inception
16.82%
24.95%
Fund Age
7 yrs 10 mo
6 yrs 11 mo
AUM
₹12.77 Cr
₹7,993.92 Cr
Alpha – 1 Year
7.59%
8.16%
Alpha – 3 Years
9.35%
4.11%
Information Ratio – 3 Years
0.38
0.49
Volatility – 1 Year
12.27%
18.08%
Volatility – 3 Years
16.07%
17.36%
Beta – 1 Year
1.23
0.97
Beta – 3 Years
1.51
1.00
Sharpe Ratio – 1 Year
0.74
0.46
Sharpe Ratio – 3 Years
0.80
0.65
Worst Rolling Year
6.14%
16.21%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−17.38%
−22.83%
Recovery Period
243 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
30.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
M 14% · S 84%
Number of Stocks
23
41
Portfolio P/E
26.00
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%