Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Renaissance - Indianext 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%
2.69%
6 Months
10.71%
5.24%
1 Year
14.18%
2.85%
3 Years
22.17%
13.52%
5 Years
23.46%
17.79%
Since Inception
19.11%
13.89%
Fund Age
8 yrs
8 yrs 4 mo
AUM
₹120.99 Cr
₹921.15 Cr
Alpha – 1 Year
9.46%
−1.87%
Alpha – 3 Years
10.08%
1.43%
Information Ratio – 3 Years
0.87
0.23
Volatility – 1 Year
18.02%
18.02%
Volatility – 3 Years
20.69%
16.70%
Beta – 1 Year
1.00
0.99
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.53
-0.03
Sharpe Ratio – 3 Years
0.83
0.54
Worst Rolling Year
9.94%
-0.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−25.91%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
32.64%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 34% · M 28% · S 35%
Number of Stocks
19
35
Portfolio P/E
29.90
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%