Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
ATLAS - Midcap 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%
−0.22%
6 Months
10.71%
8.59%
1 Year
14.18%
1.40%
3 Years
22.17%
11.84%
5 Years
23.46%
6.21%
Since Inception
19.11%
7.85%
Fund Age
8 yrs
5 yrs 3 mo
AUM
₹120.99 Cr
₹3.73 Cr
Alpha – 1 Year
9.46%
−3.32%
Alpha – 3 Years
10.08%
−0.25%
Information Ratio – 3 Years
0.87
0.11
Volatility – 1 Year
18.02%
23.13%
Volatility – 3 Years
20.69%
17.54%
Beta – 1 Year
1.00
1.25
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.53
-0.06
Sharpe Ratio – 3 Years
0.83
0.45
Worst Rolling Year
9.94%
5.77%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−25.91%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 3% · M 32% · S 59%
Number of Stocks
19
19
Portfolio P/E
29.90
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%