Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Invesco - Challengers
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%
1.41%
6 Months
8.39%
13.18%
1 Year
14.45%
2.91%
3 Years
20.39%
14.27%
5 Years
20.20%
—
Since Inception
16.82%
11.83%
Fund Age
7 yrs 10 mo
4 yrs 11 mo
AUM
₹12.77 Cr
₹31.01 Cr
Alpha – 1 Year
7.59%
−1.81%
Alpha – 3 Years
9.35%
2.18%
Information Ratio – 3 Years
0.38
0.24
Volatility – 1 Year
12.27%
18.67%
Volatility – 3 Years
16.07%
17.11%
Beta – 1 Year
1.23
0.97
Beta – 3 Years
1.51
0.95
Sharpe Ratio – 1 Year
0.74
-0.04
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
6.14%
12.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−17.38%
−24.73%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 19% · S 28%
L 37% · M 30% · S 33%
Number of Stocks
23
26
Portfolio P/E
26.00
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—