Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Quest Investment Managers – Multi
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%
6.28%
6 Months
10.71%
16.32%
1 Year
14.18%
11.67%
3 Years
22.17%
19.26%
5 Years
23.46%
13.96%
Since Inception
19.11%
16.00%
Fund Age
8 yrs
12 yrs
AUM
₹120.99 Cr
₹725.3 Cr
Alpha – 1 Year
9.46%
6.95%
Alpha – 3 Years
10.08%
7.18%
Information Ratio – 3 Years
0.87
0.87
Volatility – 1 Year
18.02%
21.97%
Volatility – 3 Years
20.69%
19.77%
Beta – 1 Year
1.00
1.15
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.53
0.37
Sharpe Ratio – 3 Years
0.83
0.73
Worst Rolling Year
9.94%
-10.23%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−25.91%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
32.64%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 29% · M 26% · S 42%
Number of Stocks
19
34
Portfolio P/E
29.90
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%