Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
8.39%
14.24%
1 Year
14.45%
9.21%
3 Years
20.39%
8.31%
5 Years
20.20%
7.74%
Since Inception
16.82%
11.80%
Fund Age
7 yrs 10 mo
10 yrs 3 mo
AUM
₹12.77 Cr
₹251.07 Cr
Alpha – 1 Year
7.59%
4.51%
Alpha – 3 Years
9.35%
−2.91%
Information Ratio – 3 Years
0.38
-0.50
Volatility – 1 Year
12.27%
21.09%
Volatility – 3 Years
16.07%
15.86%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.51
0.93
Sharpe Ratio – 1 Year
0.74
0.27
Sharpe Ratio – 3 Years
0.80
0.26
Worst Rolling Year
6.14%
-3.45%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−17.38%
−19.63%
Recovery Period
243 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
26.13%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 30% · M 32% · S 34%
Number of Stocks
23
28
Portfolio P/E
26.00
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%