Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
ORO-Alpha Value
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%
0.44%
6 Months
10.71%
5.47%
1 Year
14.18%
6.35%
3 Years
22.17%
—
5 Years
23.46%
—
Since Inception
19.11%
6.04%
Fund Age
8 yrs
3 yrs 8 mo
AUM
₹120.99 Cr
₹1.28 Cr
Alpha – 1 Year
9.46%
3.37%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
18.02%
17.26%
Volatility – 3 Years
20.69%
15.80%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.53
0.12
Sharpe Ratio – 3 Years
0.83
0.10
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
32.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 42% · M 17% · S 27%
Number of Stocks
19
24
Portfolio P/E
29.90
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%