Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Right Horizons - Super Value Fund
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%
3.00%
6 Months
10.71%
20.83%
1 Year
14.18%
12.18%
3 Years
22.17%
13.97%
5 Years
23.46%
17.12%
Since Inception
19.11%
15.75%
Fund Age
8 yrs
13 yrs 8 mo
AUM
₹120.99 Cr
₹205.48 Cr
Alpha – 1 Year
9.46%
9.20%
Alpha – 3 Years
10.08%
2.09%
Information Ratio – 3 Years
0.87
0.40
Volatility – 1 Year
18.02%
27.53%
Volatility – 3 Years
20.69%
22.15%
Beta – 1 Year
1.00
1.45
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.53
0.35
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
9.94%
-9.57%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−25.91%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
32.64%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 20% · M 23% · S 47%
L 17% · M 21% · S 60%
Number of Stocks
19
30
Portfolio P/E
29.90
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%