Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
4.41%
6 Months
10.71%
0.07%
1 Year
14.18%
4.08%
3 Years
22.17%
6.47%
5 Years
23.46%
—
Since Inception
19.11%
11.08%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹120.99 Cr
₹1.91 Cr
Alpha – 1 Year
9.46%
4.51%
Alpha – 3 Years
10.08%
−2.09%
Information Ratio – 3 Years
0.87
-0.44
Volatility – 1 Year
18.02%
16.64%
Volatility – 3 Years
20.69%
14.35%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.53
-0.01
Sharpe Ratio – 3 Years
0.83
0.13
Worst Rolling Year
9.94%
5.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−25.91%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 90% · M 7%
Number of Stocks
19
50
Portfolio P/E
29.90
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / –