Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
0.97%
6 Months
8.39%
6.33%
1 Year
14.45%
−0.99%
3 Years
20.39%
6.26%
5 Years
20.20%
6.47%
Since Inception
16.82%
5.18%
Fund Age
7 yrs 10 mo
19 yrs 5 mo
AUM
₹12.77 Cr
₹95.89 Cr
Alpha – 1 Year
7.59%
2.51%
Alpha – 3 Years
9.35%
−2.73%
Information Ratio – 3 Years
0.38
-0.10
Volatility – 1 Year
12.27%
20.93%
Volatility – 3 Years
16.07%
17.77%
Beta – 1 Year
1.23
1.14
Beta – 3 Years
1.51
1.05
Sharpe Ratio – 1 Year
0.74
-0.20
Sharpe Ratio – 3 Years
0.80
0.23
Worst Rolling Year
6.14%
-21.50%
Value at Worst Rolling Year
₹1.06 Cr
₹0.79 Cr
Deepest Drawdown
−17.38%
−30.66%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
26.13%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 22% · M 19% · S 28%
L 77% · M 12% · S 11%
Number of Stocks
23
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%