Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.87%
−0.92%
6 Months
10.71%
32.15%
1 Year
14.18%
16.77%
3 Years
22.17%
19.00%
5 Years
23.46%
20.10%
Since Inception
19.11%
27.01%
Fund Age
8 yrs
6 yrs 10 mo
AUM
₹120.99 Cr
₹247.64 Cr
Alpha – 1 Year
9.46%
13.79%
Alpha – 3 Years
10.08%
7.10%
Information Ratio – 3 Years
0.87
0.30
Volatility – 1 Year
18.02%
39.13%
Volatility – 3 Years
20.69%
29.47%
Beta – 1 Year
1.00
1.87
Beta – 3 Years
1.12
1.36
Sharpe Ratio – 1 Year
0.53
0.42
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
9.94%
15.03%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−25.91%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
S 80%
Number of Stocks
19
42
Portfolio P/E
29.90
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%