Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
8.39%
2.04%
1 Year
14.45%
13.04%
3 Years
20.39%
15.74%
5 Years
20.20%
14.15%
Since Inception
16.82%
15.13%
Fund Age
7 yrs 10 mo
14 yrs 1 mo
AUM
₹12.77 Cr
₹850.7 Cr
Alpha – 1 Year
7.59%
13.39%
Alpha – 3 Years
9.35%
6.74%
Information Ratio – 3 Years
0.38
1.02
Volatility – 1 Year
12.27%
18.01%
Volatility – 3 Years
16.07%
15.42%
Beta – 1 Year
1.23
1.04
Beta – 3 Years
1.51
0.99
Sharpe Ratio – 1 Year
0.74
0.48
Sharpe Ratio – 3 Years
0.80
0.76
Worst Rolling Year
6.14%
-19.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.81 Cr
Deepest Drawdown
−17.38%
−15.54%
Recovery Period
243 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
26.13%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 22% · M 19% · S 28%
L 53% · M 28% · S 13%
Number of Stocks
23
—
Portfolio P/E
26.00
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
—
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%