Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Bonanza - Edge
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%
4.43%
6 Months
10.71%
22.24%
1 Year
14.18%
21.33%
3 Years
22.17%
15.83%
5 Years
23.46%
20.63%
Since Inception
19.11%
19.53%
Fund Age
8 yrs
11 yrs
AUM
₹120.99 Cr
₹101.92 Cr
Alpha – 1 Year
9.46%
21.68%
Alpha – 3 Years
10.08%
6.83%
Information Ratio – 3 Years
0.87
0.61
Volatility – 1 Year
18.02%
21.87%
Volatility – 3 Years
20.69%
21.68%
Beta – 1 Year
1.00
1.10
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.53
0.75
Sharpe Ratio – 3 Years
0.83
0.65
Worst Rolling Year
9.94%
-17.09%
Value at Worst Rolling Year
₹1.10 Cr
₹0.83 Cr
Deepest Drawdown
−25.91%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
32.64%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 15% · M 12% · S 59%
Number of Stocks
19
65
Portfolio P/E
29.90
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%