Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Marathon Trends - Trend Following
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%
1.43%
6 Months
10.71%
0.81%
1 Year
14.18%
7.79%
3 Years
22.17%
9.10%
5 Years
23.46%
—
Since Inception
19.11%
17.42%
Fund Age
8 yrs
8 yrs 11 mo
AUM
₹120.99 Cr
₹342.11 Cr
Alpha – 1 Year
9.46%
3.07%
Alpha – 3 Years
10.08%
−2.99%
Information Ratio – 3 Years
0.87
0.29
Volatility – 1 Year
18.02%
17.73%
Volatility – 3 Years
20.69%
15.85%
Beta – 1 Year
1.00
1.00
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.53
0.21
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
9.94%
9.10%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−25.91%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 40% · M 35% · S 22%
Number of Stocks
19
23
Portfolio P/E
29.90
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%