Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
4.15%
6 Months
8.39%
18.21%
1 Year
14.45%
19.11%
3 Years
20.39%
23.58%
5 Years
20.20%
18.40%
Since Inception
16.82%
13.93%
Fund Age
7 yrs 10 mo
11 yrs 4 mo
AUM
₹12.77 Cr
₹13.37 Cr
Alpha – 1 Year
7.59%
16.13%
Alpha – 3 Years
9.35%
11.69%
Information Ratio – 3 Years
0.38
1.24
Volatility – 1 Year
12.27%
18.18%
Volatility – 3 Years
16.07%
17.99%
Beta – 1 Year
1.23
0.94
Beta – 3 Years
1.51
1.01
Sharpe Ratio – 1 Year
0.74
0.75
Sharpe Ratio – 3 Years
0.80
0.97
Worst Rolling Year
6.14%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−17.38%
−20.05%
Recovery Period
243 days
162 days
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 27% · M 15% · S 55%
Number of Stocks
23
32
Portfolio P/E
26.00
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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% / 0%