Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
InCred Capital - Multicap PMS
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%
6.10%
6 Months
8.39%
8.11%
1 Year
14.45%
−2.73%
3 Years
20.39%
11.42%
5 Years
20.20%
12.09%
Since Inception
16.82%
13.75%
Fund Age
7 yrs 10 mo
5 yrs 5 mo
AUM
₹12.77 Cr
₹205.48 Cr
Alpha – 1 Year
7.59%
−5.71%
Alpha – 3 Years
9.35%
−0.47%
Information Ratio – 3 Years
0.38
-0.07
Volatility – 1 Year
12.27%
23.93%
Volatility – 3 Years
16.07%
22.69%
Beta – 1 Year
1.23
1.24
Beta – 3 Years
1.51
1.17
Sharpe Ratio – 1 Year
0.74
-0.23
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
6.14%
11.05%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−17.38%
−29.75%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 28% · M 36% · S 34%
Number of Stocks
23
29
Portfolio P/E
26.00
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%