Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
JM Financial - India Resurgent
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%
4.15%
6 Months
10.71%
18.21%
1 Year
14.18%
19.11%
3 Years
22.17%
23.58%
5 Years
23.46%
18.40%
Since Inception
19.11%
13.93%
Fund Age
8 yrs
11 yrs 4 mo
AUM
₹120.99 Cr
₹13.37 Cr
Alpha – 1 Year
9.46%
16.13%
Alpha – 3 Years
10.08%
11.69%
Information Ratio – 3 Years
0.87
1.24
Volatility – 1 Year
18.02%
18.18%
Volatility – 3 Years
20.69%
17.99%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.53
0.75
Sharpe Ratio – 3 Years
0.83
0.97
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
32.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 27% · M 15% · S 55%
Number of Stocks
19
32
Portfolio P/E
29.90
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%