Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.26%
−0.96%
6 Months
8.39%
−5.85%
1 Year
14.45%
1.08%
3 Years
20.39%
1.92%
5 Years
20.20%
1.54%
Since Inception
16.82%
4.73%
Fund Age
7 yrs 10 mo
9 yrs 11 mo
AUM
₹12.77 Cr
₹4.85 Cr
Alpha – 1 Year
7.59%
−8.50%
Alpha – 3 Years
9.35%
−7.97%
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
12.27%
9.90%
Volatility – 3 Years
16.07%
26.17%
Beta – 1 Year
1.23
—
Beta – 3 Years
1.51
—
Sharpe Ratio – 1 Year
0.74
-0.53
Sharpe Ratio – 3 Years
0.80
0.01
Worst Rolling Year
6.14%
2.80%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−17.38%
−28.72%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
—
Number of Stocks
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%