Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
8.39%
5.42%
1 Year
14.45%
9.64%
3 Years
20.39%
10.36%
5 Years
20.20%
7.75%
Since Inception
16.82%
11.08%
Fund Age
7 yrs 10 mo
9 yrs 11 mo
AUM
₹12.77 Cr
₹66.05 Cr
Alpha – 1 Year
7.59%
9.99%
Alpha – 3 Years
9.35%
1.36%
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
12.27%
17.05%
Volatility – 3 Years
16.07%
14.23%
Beta – 1 Year
1.23
1.05
Beta – 3 Years
1.51
1.00
Sharpe Ratio – 1 Year
0.74
0.31
Sharpe Ratio – 3 Years
0.80
0.40
Worst Rolling Year
6.14%
0.57%
Value at Worst Rolling Year
₹1.06 Cr
₹1.01 Cr
Deepest Drawdown
−17.38%
−17.08%
Recovery Period
243 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
26.13%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 84% · M 12%
Number of Stocks
23
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—