Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
10.71%
0.45%
1 Year
14.18%
16.80%
3 Years
22.17%
15.56%
5 Years
23.46%
—
Since Inception
19.11%
15.35%
Fund Age
8 yrs
3 yrs 6 mo
AUM
₹120.99 Cr
₹61.98 Cr
Alpha – 1 Year
9.46%
17.23%
Alpha – 3 Years
10.08%
6.99%
Information Ratio – 3 Years
0.87
1.06
Volatility – 1 Year
18.02%
17.17%
Volatility – 3 Years
20.69%
13.50%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.53
0.68
Sharpe Ratio – 3 Years
0.83
0.75
Worst Rolling Year
9.94%
15.00%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−25.91%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 43% · M 31% · S 18%
Number of Stocks
19
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%