Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Renaissance - Indianext 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%
2.69%
6 Months
8.39%
5.24%
1 Year
14.45%
2.85%
3 Years
20.39%
13.52%
5 Years
20.20%
17.79%
Since Inception
16.82%
13.89%
Fund Age
7 yrs 10 mo
8 yrs 4 mo
AUM
₹12.77 Cr
₹921.15 Cr
Alpha – 1 Year
7.59%
−1.87%
Alpha – 3 Years
9.35%
1.43%
Information Ratio – 3 Years
0.38
0.23
Volatility – 1 Year
12.27%
18.02%
Volatility – 3 Years
16.07%
16.70%
Beta – 1 Year
1.23
0.99
Beta – 3 Years
1.51
0.99
Sharpe Ratio – 1 Year
0.74
-0.03
Sharpe Ratio – 3 Years
0.80
0.54
Worst Rolling Year
6.14%
-0.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−17.38%
−22.85%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
26.13%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 34% · M 28% · S 35%
Number of Stocks
23
35
Portfolio P/E
26.00
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%