Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Bonanza - Growth
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%
3.68%
6 Months
10.71%
−1.81%
1 Year
14.18%
5.85%
3 Years
22.17%
8.65%
5 Years
23.46%
7.90%
Since Inception
19.11%
16.09%
Fund Age
8 yrs
16 yrs 4 mo
AUM
₹120.99 Cr
₹22.08 Cr
Alpha – 1 Year
9.46%
6.20%
Alpha – 3 Years
10.08%
−0.35%
Information Ratio – 3 Years
0.87
0.11
Volatility – 1 Year
18.02%
17.32%
Volatility – 3 Years
20.69%
15.11%
Beta – 1 Year
1.00
0.79
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.53
0.10
Sharpe Ratio – 3 Years
0.83
0.36
Worst Rolling Year
9.94%
0.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−25.91%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
32.64%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 22% · M 16% · S 47%
Number of Stocks
19
37
Portfolio P/E
29.90
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%