Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Motilal Oswal-Founders
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%
0.25%
6 Months
10.71%
15.19%
1 Year
14.18%
3.21%
3 Years
22.17%
19.65%
5 Years
23.46%
—
Since Inception
19.11%
25.09%
Fund Age
8 yrs
3 yrs 5 mo
AUM
₹120.99 Cr
₹4,148.34 Cr
Alpha – 1 Year
9.46%
0.23%
Alpha – 3 Years
10.08%
7.77%
Information Ratio – 3 Years
0.87
0.62
Volatility – 1 Year
18.02%
21.54%
Volatility – 3 Years
20.69%
22.15%
Beta – 1 Year
1.00
1.06
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.53
-0.01
Sharpe Ratio – 3 Years
0.83
0.68
Worst Rolling Year
9.94%
19.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−25.91%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 26% · M 35% · S 37%
Number of Stocks
19
26
Portfolio P/E
29.90
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%