Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Right Horizons - Perennial
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Asit C Mehta - Ace Multi-asset Portfolio
Right Horizons - Perennial
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%
−0.19%
6 Months
8.39%
11.46%
1 Year
14.45%
8.21%
3 Years
20.39%
12.09%
5 Years
20.20%
11.81%
Since Inception
16.82%
13.34%
Fund Age
7 yrs 10 mo
5 yrs 3 mo
AUM
₹12.77 Cr
₹34.29 Cr
Alpha – 1 Year
7.59%
5.23%
Alpha – 3 Years
9.35%
0.21%
Information Ratio – 3 Years
0.38
0.17
Volatility – 1 Year
12.27%
24.84%
Volatility – 3 Years
16.07%
21.42%
Beta – 1 Year
1.23
1.25
Beta – 3 Years
1.51
1.08
Sharpe Ratio – 1 Year
0.74
0.21
Sharpe Ratio – 3 Years
0.80
0.49
Worst Rolling Year
6.14%
7.11%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−17.38%
−34.77%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 5% · M 7% · S 69%
Number of Stocks
23
37
Portfolio P/E
26.00
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%