Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
8.39%
2.80%
1 Year
14.45%
4.89%
3 Years
20.39%
12.23%
5 Years
20.20%
10.64%
Since Inception
16.82%
8.93%
Fund Age
7 yrs 10 mo
12 yrs
AUM
₹12.77 Cr
₹134.76 Cr
Alpha – 1 Year
7.59%
−1.08%
Alpha – 3 Years
9.35%
1.34%
Information Ratio – 3 Years
0.38
0.07
Volatility – 1 Year
12.27%
10.79%
Volatility – 3 Years
16.07%
9.62%
Beta – 1 Year
1.23
1.04
Beta – 3 Years
1.51
1.10
Sharpe Ratio – 1 Year
0.74
-0.01
Sharpe Ratio – 3 Years
0.80
0.69
Worst Rolling Year
6.14%
0.05%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−17.38%
−11.50%
Recovery Period
243 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
26.13%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 50% · M 11% · S 8%
Number of Stocks
23
33
Portfolio P/E
26.00
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –