Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Right Horizons - Super Value Fund
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Asit C Mehta - Ace Multi-asset Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
8.39%
20.83%
1 Year
14.45%
12.18%
3 Years
20.39%
13.97%
5 Years
20.20%
17.12%
Since Inception
16.82%
15.75%
Fund Age
7 yrs 10 mo
13 yrs 8 mo
AUM
₹12.77 Cr
₹205.48 Cr
Alpha – 1 Year
7.59%
9.20%
Alpha – 3 Years
9.35%
2.09%
Information Ratio – 3 Years
0.38
0.40
Volatility – 1 Year
12.27%
27.53%
Volatility – 3 Years
16.07%
22.15%
Beta – 1 Year
1.23
1.45
Beta – 3 Years
1.51
1.20
Sharpe Ratio – 1 Year
0.74
0.35
Sharpe Ratio – 3 Years
0.80
0.55
Worst Rolling Year
6.14%
-9.57%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−17.38%
−29.31%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
26.13%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 22% · M 19% · S 28%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
26.00
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%