Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
0.36%
6 Months
10.71%
5.01%
1 Year
14.18%
−5.33%
3 Years
22.17%
1.25%
5 Years
23.46%
−1.56%
Since Inception
19.11%
10.94%
Fund Age
8 yrs
6 yrs 11 mo
AUM
₹120.99 Cr
₹122.91 Cr
Alpha – 1 Year
9.46%
−8.31%
Alpha – 3 Years
10.08%
−10.64%
Information Ratio – 3 Years
0.87
-0.98
Volatility – 1 Year
18.02%
16.35%
Volatility – 3 Years
20.69%
16.88%
Beta – 1 Year
1.00
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.53
-0.59
Sharpe Ratio – 3 Years
0.83
-0.17
Worst Rolling Year
9.94%
-5.79%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−25.91%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
32.64%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 20% · M 23% · S 47%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%