Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
8.39%
0.81%
1 Year
14.45%
7.79%
3 Years
20.39%
9.10%
5 Years
20.20%
—
Since Inception
16.82%
17.42%
Fund Age
7 yrs 10 mo
8 yrs 11 mo
AUM
₹12.77 Cr
₹342.11 Cr
Alpha – 1 Year
7.59%
3.07%
Alpha – 3 Years
9.35%
−2.99%
Information Ratio – 3 Years
0.38
0.29
Volatility – 1 Year
12.27%
17.73%
Volatility – 3 Years
16.07%
15.85%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.51
0.98
Sharpe Ratio – 1 Year
0.74
0.21
Sharpe Ratio – 3 Years
0.80
0.50
Worst Rolling Year
6.14%
9.10%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−17.38%
−24.26%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 19% · S 28%
L 40% · M 35% · S 22%
Number of Stocks
23
23
Portfolio P/E
26.00
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%