Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
8.39%
23.48%
1 Year
14.45%
38.68%
3 Years
20.39%
26.01%
5 Years
20.20%
16.58%
Since Inception
16.82%
18.98%
Fund Age
7 yrs 10 mo
16 yrs 6 mo
AUM
₹12.77 Cr
₹1,885.18 Cr
Alpha – 1 Year
7.59%
33.96%
Alpha – 3 Years
9.35%
13.92%
Information Ratio – 3 Years
0.38
1.27
Volatility – 1 Year
12.27%
28.06%
Volatility – 3 Years
16.07%
20.41%
Beta – 1 Year
1.23
1.39
Beta – 3 Years
1.51
1.06
Sharpe Ratio – 1 Year
0.74
1.12
Sharpe Ratio – 3 Years
0.80
1.06
Worst Rolling Year
6.14%
-4.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−17.38%
−18.24%
Recovery Period
243 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
26.13%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 22% · M 19% · S 28%
L 40% · M 32% · S 24%
Number of Stocks
23
28
Portfolio P/E
26.00
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%