Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
0.67%
6 Months
8.39%
1.38%
1 Year
14.45%
7.78%
3 Years
20.39%
12.37%
5 Years
20.20%
10.07%
Since Inception
16.82%
13.18%
Fund Age
7 yrs 10 mo
6 yrs 8 mo
AUM
₹12.77 Cr
₹1.13 Cr
Alpha – 1 Year
7.59%
8.13%
Alpha – 3 Years
9.35%
3.37%
Information Ratio – 3 Years
0.38
0.42
Volatility – 1 Year
12.27%
17.12%
Volatility – 3 Years
16.07%
14.65%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.51
0.90
Sharpe Ratio – 1 Year
0.74
0.21
Sharpe Ratio – 3 Years
0.80
0.51
Worst Rolling Year
6.14%
10.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−17.38%
−15.65%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 34% · M 14% · S 34%
Number of Stocks
23
43
Portfolio P/E
26.00
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%