Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
0.97%
6 Months
10.71%
6.33%
1 Year
14.18%
−0.99%
3 Years
22.17%
6.26%
5 Years
23.46%
6.47%
Since Inception
19.11%
5.18%
Fund Age
8 yrs
19 yrs 5 mo
AUM
₹120.99 Cr
₹95.89 Cr
Alpha – 1 Year
9.46%
2.51%
Alpha – 3 Years
10.08%
−2.73%
Information Ratio – 3 Years
0.87
-0.10
Volatility – 1 Year
18.02%
20.93%
Volatility – 3 Years
20.69%
17.77%
Beta – 1 Year
1.00
1.14
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.53
-0.20
Sharpe Ratio – 3 Years
0.83
0.23
Worst Rolling Year
9.94%
-21.50%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−25.91%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
32.64%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 20% · M 23% · S 47%
L 77% · M 12% · S 11%
Number of Stocks
19
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%