Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
3.76%
6 Months
10.71%
11.66%
1 Year
14.18%
12.54%
3 Years
22.17%
11.42%
5 Years
23.46%
—
Since Inception
19.11%
6.78%
Fund Age
8 yrs
4 yrs 10 mo
AUM
₹120.99 Cr
₹2.34 Cr
Alpha – 1 Year
9.46%
7.82%
Alpha – 3 Years
10.08%
−0.67%
Information Ratio – 3 Years
0.87
-0.04
Volatility – 1 Year
18.02%
21.44%
Volatility – 3 Years
20.69%
14.93%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.12
0.81
Sharpe Ratio – 1 Year
0.53
0.41
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
9.94%
3.84%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−25.91%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 46% · M 22% · S 27%
Number of Stocks
19
19
Portfolio P/E
29.90
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%