Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Axis - APLHASENSE AI
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%
0.11%
6 Months
10.71%
−3.92%
1 Year
14.18%
−6.84%
3 Years
22.17%
—
5 Years
23.46%
—
Since Inception
19.11%
4.50%
Fund Age
8 yrs
2 yrs 8 mo
AUM
₹120.99 Cr
₹3.74 Cr
Alpha – 1 Year
9.46%
−4.88%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
18.02%
11.57%
Volatility – 3 Years
20.69%
—
Beta – 1 Year
1.00
0.63
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.53
-1.03
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
−14.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
32.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 42% · M 43% · S 15%
Number of Stocks
19
20
Portfolio P/E
29.90
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%