Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Tcg India Investment Opportunities 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%
4.64%
6 Months
8.39%
20.32%
1 Year
14.45%
29.93%
3 Years
20.39%
—
5 Years
20.20%
—
Since Inception
16.82%
15.24%
Fund Age
7 yrs 10 mo
1 yr 9 mo
AUM
₹12.77 Cr
₹3.17 Cr
Alpha – 1 Year
7.59%
25.21%
Alpha – 3 Years
9.35%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
12.27%
24.54%
Volatility – 3 Years
16.07%
—
Beta – 1 Year
1.23
1.19
Beta – 3 Years
1.51
—
Sharpe Ratio – 1 Year
0.74
0.97
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
6.14%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−17.38%
−12.48%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.13%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 19% · S 28%
L 28% · M 19% · S 50%
Number of Stocks
23
36
Portfolio P/E
26.00
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –