Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
7.67%
6 Months
8.39%
27.70%
1 Year
14.45%
47.52%
3 Years
20.39%
23.98%
5 Years
20.20%
15.87%
Since Inception
16.82%
18.55%
Fund Age
7 yrs 10 mo
16 yrs 2 mo
AUM
₹12.77 Cr
₹1,022.92 Cr
Alpha – 1 Year
7.59%
42.80%
Alpha – 3 Years
9.35%
11.89%
Information Ratio – 3 Years
0.38
1.12
Volatility – 1 Year
12.27%
28.29%
Volatility – 3 Years
16.07%
20.76%
Beta – 1 Year
1.23
1.36
Beta – 3 Years
1.51
1.07
Sharpe Ratio – 1 Year
0.74
1.33
Sharpe Ratio – 3 Years
0.80
0.99
Worst Rolling Year
6.14%
-4.58%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−17.38%
−19.51%
Recovery Period
243 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
26.13%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
26.00
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%