Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
3.26%
6 Months
8.39%
4.03%
1 Year
14.45%
0.70%
3 Years
20.39%
10.01%
5 Years
20.20%
8.40%
Since Inception
16.82%
14.84%
Fund Age
7 yrs 10 mo
7 yrs 10 mo
AUM
₹12.77 Cr
₹2,937.84 Cr
Alpha – 1 Year
7.59%
−2.28%
Alpha – 3 Years
9.35%
−1.88%
Information Ratio – 3 Years
0.38
-0.37
Volatility – 1 Year
12.27%
17.90%
Volatility – 3 Years
16.07%
14.65%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.51
0.93
Sharpe Ratio – 1 Year
0.74
-0.18
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
6.14%
7.25%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−17.38%
−18.24%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 58% · M 15% · S 26%
Number of Stocks
23
71
Portfolio P/E
26.00
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%