Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
InCred Capital - Healthcare PMS
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%
4.22%
6 Months
10.71%
14.78%
1 Year
14.18%
3.60%
3 Years
22.17%
26.42%
5 Years
23.46%
15.65%
Since Inception
19.11%
19.18%
Fund Age
8 yrs
5 yrs 5 mo
AUM
₹120.99 Cr
₹730.87 Cr
Alpha – 1 Year
9.46%
0.62%
Alpha – 3 Years
10.08%
14.53%
Information Ratio – 3 Years
0.87
0.84
Volatility – 1 Year
18.02%
21.03%
Volatility – 3 Years
20.69%
18.57%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.12
0.72
Sharpe Ratio – 1 Year
0.53
0.01
Sharpe Ratio – 3 Years
0.83
1.08
Worst Rolling Year
9.94%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−25.91%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 11% · M 7% · S 82%
Number of Stocks
19
17
Portfolio P/E
29.90
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%