Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
4.05%
6 Months
10.71%
6.73%
1 Year
14.18%
−2.26%
3 Years
22.17%
32.06%
5 Years
23.46%
—
Since Inception
19.11%
37.04%
Fund Age
8 yrs
3 yrs
AUM
₹120.99 Cr
₹174.65 Cr
Alpha – 1 Year
9.46%
−5.24%
Alpha – 3 Years
10.08%
20.17%
Information Ratio – 3 Years
0.87
0.81
Volatility – 1 Year
18.02%
26.32%
Volatility – 3 Years
20.69%
22.60%
Beta – 1 Year
1.00
1.14
Beta – 3 Years
1.12
0.69
Sharpe Ratio – 1 Year
0.53
-0.17
Sharpe Ratio – 3 Years
0.83
1.11
Worst Rolling Year
9.94%
32.07%
Value at Worst Rolling Year
₹1.10 Cr
₹1.32 Cr
Deepest Drawdown
−25.91%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
33.22%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
—
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%
—
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
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%