Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
2.39%
6 Months
10.71%
10.60%
1 Year
14.18%
2.51%
3 Years
22.17%
7.68%
5 Years
23.46%
9.38%
Since Inception
19.11%
10.51%
Fund Age
8 yrs
9 yrs 6 mo
AUM
₹120.99 Cr
₹804.15 Cr
Alpha – 1 Year
9.46%
2.94%
Alpha – 3 Years
10.08%
−0.89%
Information Ratio – 3 Years
0.87
-0.08
Volatility – 1 Year
18.02%
21.76%
Volatility – 3 Years
20.69%
17.30%
Beta – 1 Year
1.00
1.23
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.53
-0.04
Sharpe Ratio – 3 Years
0.83
0.20
Worst Rolling Year
9.94%
-3.22%
Value at Worst Rolling Year
₹1.10 Cr
₹0.97 Cr
Deepest Drawdown
−25.91%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
32.64%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 26% · M 6% · S 61%
Number of Stocks
19
42
Portfolio P/E
29.90
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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%