Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Pace - Secure
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%
−0.11%
6 Months
8.39%
2.89%
1 Year
14.45%
7.86%
3 Years
20.39%
10.62%
5 Years
20.20%
10.19%
Since Inception
16.82%
9.46%
Fund Age
7 yrs 10 mo
5 yrs 7 mo
AUM
₹12.77 Cr
₹158.06 Cr
Alpha – 1 Year
7.59%
−1.70%
Alpha – 3 Years
9.35%
0.86%
Information Ratio – 3 Years
0.38
0.37
Volatility – 1 Year
12.27%
1.80%
Volatility – 3 Years
16.07%
3.43%
Beta – 1 Year
1.23
0.81
Beta – 3 Years
1.51
0.63
Sharpe Ratio – 1 Year
0.74
1.30
Sharpe Ratio – 3 Years
0.80
1.53
Worst Rolling Year
6.14%
8.14%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−17.38%
—
Recovery Period
243 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
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%
—
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% / 0% / 0%