Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Piper Serica Advisors - Leader 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%
3.10%
6 Months
8.39%
24.70%
1 Year
14.45%
21.80%
3 Years
20.39%
16.46%
5 Years
20.20%
12.29%
Since Inception
16.82%
17.31%
Fund Age
7 yrs 10 mo
7 yrs 2 mo
AUM
₹12.77 Cr
₹328.39 Cr
Alpha – 1 Year
7.59%
22.15%
Alpha – 3 Years
9.35%
7.46%
Information Ratio – 3 Years
0.38
1.55
Volatility – 1 Year
12.27%
22.56%
Volatility – 3 Years
16.07%
18.01%
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.51
0.98
Sharpe Ratio – 1 Year
0.74
0.85
Sharpe Ratio – 3 Years
0.80
1.07
Worst Rolling Year
6.14%
7.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−17.38%
−21.44%
Recovery Period
243 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
—
Number of Stocks
23
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%