Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
MOAT - Moderate Compounders
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%
2.75%
6 Months
8.39%
8.17%
1 Year
14.45%
3.28%
3 Years
20.39%
8.41%
5 Years
20.20%
12.53%
Since Inception
16.82%
11.01%
Fund Age
7 yrs 10 mo
12 yrs 9 mo
AUM
₹12.77 Cr
₹16.57 Cr
Alpha – 1 Year
7.59%
−1.44%
Alpha – 3 Years
9.35%
−3.68%
Information Ratio – 3 Years
0.38
-0.32
Volatility – 1 Year
12.27%
20.74%
Volatility – 3 Years
16.07%
17.91%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.51
1.09
Sharpe Ratio – 1 Year
0.74
0.00
Sharpe Ratio – 3 Years
0.80
0.32
Worst Rolling Year
6.14%
-16.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.83 Cr
Deepest Drawdown
−17.38%
−28.21%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
26.13%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 22% · M 19% · S 28%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%