Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Right Horizons - Flexi Cap
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%
4.94%
6 Months
10.71%
11.49%
1 Year
14.18%
3.89%
3 Years
22.17%
8.19%
5 Years
23.46%
11.02%
Since Inception
19.11%
10.97%
Fund Age
8 yrs
13 yrs 8 mo
AUM
₹120.99 Cr
₹360.51 Cr
Alpha – 1 Year
9.46%
0.91%
Alpha – 3 Years
10.08%
−3.69%
Information Ratio – 3 Years
0.87
-0.18
Volatility – 1 Year
18.02%
23.04%
Volatility – 3 Years
20.69%
19.34%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.53
0.04
Sharpe Ratio – 3 Years
0.83
0.30
Worst Rolling Year
9.94%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−25.91%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
32.64%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 38% · M 28% · S 33%
Number of Stocks
19
29
Portfolio P/E
29.90
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%