Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Ckredence-All Weather Fund
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%
3.56%
6 Months
10.71%
14.31%
1 Year
14.18%
23.04%
3 Years
22.17%
17.41%
5 Years
23.46%
14.44%
Since Inception
19.11%
16.04%
Fund Age
8 yrs
5 yrs 2 mo
AUM
₹120.99 Cr
₹246.55 Cr
Alpha – 1 Year
9.46%
18.32%
Alpha – 3 Years
10.08%
5.32%
Information Ratio – 3 Years
0.87
0.69
Volatility – 1 Year
18.02%
16.66%
Volatility – 3 Years
20.69%
14.65%
Beta – 1 Year
1.00
0.91
Beta – 3 Years
1.12
0.83
Sharpe Ratio – 1 Year
0.53
1.02
Sharpe Ratio – 3 Years
0.83
0.82
Worst Rolling Year
9.94%
13.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−25.91%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 31% · M 25% · S 41%
Number of Stocks
19
33
Portfolio P/E
29.90
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%