Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Aurum Multiplier Portfolio
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%
3.22%
6 Months
10.71%
21.55%
1 Year
14.18%
12.76%
3 Years
22.17%
17.77%
5 Years
23.46%
17.56%
Since Inception
19.11%
17.72%
Fund Age
8 yrs
6 yrs 8 mo
AUM
₹120.99 Cr
₹42.03 Cr
Alpha – 1 Year
9.46%
8.04%
Alpha – 3 Years
10.08%
5.68%
Information Ratio – 3 Years
0.87
0.47
Volatility – 1 Year
18.02%
28.82%
Volatility – 3 Years
20.69%
20.90%
Beta – 1 Year
1.00
1.51
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.53
0.37
Sharpe Ratio – 3 Years
0.83
0.64
Worst Rolling Year
9.94%
11.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−25.91%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
—
Number of Stocks
19
—
Portfolio P/E
29.90
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%