Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
8.39%
15.63%
1 Year
14.45%
20.01%
3 Years
20.39%
17.10%
5 Years
20.20%
15.64%
Since Inception
16.82%
13.05%
Fund Age
7 yrs 10 mo
8 yrs 11 mo
AUM
₹12.77 Cr
₹46.46 Cr
Alpha – 1 Year
7.59%
15.29%
Alpha – 3 Years
9.35%
5.01%
Information Ratio – 3 Years
0.38
0.88
Volatility – 1 Year
12.27%
20.61%
Volatility – 3 Years
16.07%
19.98%
Beta – 1 Year
1.23
0.94
Beta – 3 Years
1.51
1.02
Sharpe Ratio – 1 Year
0.74
0.73
Sharpe Ratio – 3 Years
0.80
0.85
Worst Rolling Year
6.14%
-3.76%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−17.38%
−27.72%
Recovery Period
243 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
26.13%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 27% · M 34% · S 33%
Number of Stocks
23
25
Portfolio P/E
26.00
41.42
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 · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%