Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.87%
6.38%
6 Months
10.71%
30.29%
1 Year
14.18%
21.45%
3 Years
22.17%
18.94%
5 Years
23.46%
—
Since Inception
19.11%
23.25%
Fund Age
8 yrs
3 yrs 1 mo
AUM
₹120.99 Cr
₹185.04 Cr
Alpha – 1 Year
9.46%
16.73%
Alpha – 3 Years
10.08%
6.85%
Information Ratio – 3 Years
0.87
0.59
Volatility – 1 Year
18.02%
29.11%
Volatility – 3 Years
20.69%
25.42%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.53
0.62
Sharpe Ratio – 3 Years
0.83
0.60
Worst Rolling Year
9.94%
18.95%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−25.91%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
—
Number of Stocks
19
40
Portfolio P/E
29.90
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
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%