Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Ckredence Wealth Management Pvt Ltd - ICE 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%
5.63%
6 Months
10.71%
23.45%
1 Year
14.18%
23.62%
3 Years
22.17%
—
5 Years
23.46%
—
Since Inception
19.11%
12.60%
Fund Age
8 yrs
1 yr 10 mo
AUM
₹120.99 Cr
₹187.26 Cr
Alpha – 1 Year
9.46%
18.90%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
18.02%
20.87%
Volatility – 3 Years
20.69%
—
Beta – 1 Year
1.00
1.10
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.53
0.87
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
−15.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
32.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 9% · M 29% · S 56%
Number of Stocks
19
33
Portfolio P/E
29.90
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
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%