Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
ORO - All Weather Portfolio
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%
−0.19%
6 Months
10.71%
−0.42%
1 Year
14.18%
−4.58%
3 Years
22.17%
16.32%
5 Years
23.46%
13.17%
Since Inception
19.11%
13.94%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹120.99 Cr
₹13.16 Cr
Alpha – 1 Year
9.46%
−7.56%
Alpha – 3 Years
10.08%
4.42%
Information Ratio – 3 Years
0.87
0.49
Volatility – 1 Year
18.02%
16.90%
Volatility – 3 Years
20.69%
17.54%
Beta – 1 Year
1.00
0.86
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.53
-0.52
Sharpe Ratio – 3 Years
0.83
0.69
Worst Rolling Year
9.94%
3.91%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−25.91%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 66% · M 23%
Number of Stocks
19
20
Portfolio P/E
29.90
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%