Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
1.80%
6 Months
10.71%
2.80%
1 Year
14.18%
4.89%
3 Years
22.17%
12.23%
5 Years
23.46%
10.64%
Since Inception
19.11%
8.93%
Fund Age
8 yrs
12 yrs
AUM
₹120.99 Cr
₹134.76 Cr
Alpha – 1 Year
9.46%
−1.08%
Alpha – 3 Years
10.08%
1.34%
Information Ratio – 3 Years
0.87
0.07
Volatility – 1 Year
18.02%
10.79%
Volatility – 3 Years
20.69%
9.62%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.53
-0.01
Sharpe Ratio – 3 Years
0.83
0.69
Worst Rolling Year
9.94%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−25.91%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
32.64%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 50% · M 11% · S 8%
Number of Stocks
19
33
Portfolio P/E
29.90
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –