Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
0.67%
6 Months
10.71%
1.38%
1 Year
14.18%
7.78%
3 Years
22.17%
12.37%
5 Years
23.46%
10.07%
Since Inception
19.11%
13.18%
Fund Age
8 yrs
6 yrs 8 mo
AUM
₹120.99 Cr
₹1.13 Cr
Alpha – 1 Year
9.46%
8.13%
Alpha – 3 Years
10.08%
3.37%
Information Ratio – 3 Years
0.87
0.42
Volatility – 1 Year
18.02%
17.12%
Volatility – 3 Years
20.69%
14.65%
Beta – 1 Year
1.00
0.93
Beta – 3 Years
1.12
0.90
Sharpe Ratio – 1 Year
0.53
0.21
Sharpe Ratio – 3 Years
0.83
0.51
Worst Rolling Year
9.94%
10.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−25.91%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 34% · M 14% · S 34%
Number of Stocks
19
43
Portfolio P/E
29.90
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%