Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Green Lantern - Alpha Fund
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%
−0.10%
6 Months
10.71%
6.51%
1 Year
14.18%
15.14%
3 Years
22.17%
23.23%
5 Years
23.46%
23.21%
Since Inception
19.11%
29.55%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹120.99 Cr
₹66.34 Cr
Alpha – 1 Year
9.46%
10.42%
Alpha – 3 Years
10.08%
11.14%
Information Ratio – 3 Years
0.87
1.31
Volatility – 1 Year
18.02%
19.62%
Volatility – 3 Years
20.69%
17.58%
Beta – 1 Year
1.00
1.01
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.53
0.54
Sharpe Ratio – 3 Years
0.83
0.98
Worst Rolling Year
9.94%
23.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−25.91%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 34% · M 14% · S 34%
Number of Stocks
19
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%