Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
8.39%
29.49%
1 Year
14.45%
37.09%
3 Years
20.39%
18.49%
5 Years
20.20%
12.39%
Since Inception
16.82%
18.64%
Fund Age
7 yrs 10 mo
10 yrs 3 mo
AUM
₹12.77 Cr
₹1,760.35 Cr
Alpha – 1 Year
7.59%
32.37%
Alpha – 3 Years
9.35%
6.40%
Information Ratio – 3 Years
0.38
0.52
Volatility – 1 Year
12.27%
25.02%
Volatility – 3 Years
16.07%
18.27%
Beta – 1 Year
1.23
1.22
Beta – 3 Years
1.51
0.89
Sharpe Ratio – 1 Year
0.74
1.18
Sharpe Ratio – 3 Years
0.80
0.74
Worst Rolling Year
6.14%
-0.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−17.38%
−13.15%
Recovery Period
243 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
26.13%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 11% · S 71%
Number of Stocks
23
13
Portfolio P/E
26.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%