Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
InCred Capital - Multicap 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%
6.10%
6 Months
10.71%
8.11%
1 Year
14.18%
−2.73%
3 Years
22.17%
11.42%
5 Years
23.46%
12.09%
Since Inception
19.11%
13.75%
Fund Age
8 yrs
5 yrs 5 mo
AUM
₹120.99 Cr
₹205.48 Cr
Alpha – 1 Year
9.46%
−5.71%
Alpha – 3 Years
10.08%
−0.47%
Information Ratio – 3 Years
0.87
-0.07
Volatility – 1 Year
18.02%
23.93%
Volatility – 3 Years
20.69%
22.69%
Beta – 1 Year
1.00
1.24
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.53
-0.23
Sharpe Ratio – 3 Years
0.83
0.35
Worst Rolling Year
9.94%
11.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−25.91%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 28% · M 36% · S 34%
Number of Stocks
19
29
Portfolio P/E
29.90
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%