Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
−1.41%
6 Months
10.71%
−1.89%
1 Year
14.18%
−1.71%
3 Years
22.17%
14.33%
5 Years
23.46%
13.36%
Since Inception
19.11%
22.84%
Fund Age
8 yrs
5 yrs 5 mo
AUM
₹120.99 Cr
₹46.26 Cr
Alpha – 1 Year
9.46%
−6.43%
Alpha – 3 Years
10.08%
2.24%
Information Ratio – 3 Years
0.87
0.22
Volatility – 1 Year
18.02%
19.18%
Volatility – 3 Years
20.69%
17.80%
Beta – 1 Year
1.00
1.02
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.53
-0.27
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
9.94%
13.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−25.91%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 69% · M 8% · S 22%
Number of Stocks
19
65
Portfolio P/E
29.90
28.49
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%