Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
10.71%
10.94%
1 Year
14.18%
1.03%
3 Years
22.17%
11.45%
5 Years
23.46%
15.19%
Since Inception
19.11%
27.03%
Fund Age
8 yrs
5 yrs 11 mo
AUM
₹120.99 Cr
₹298.71 Cr
Alpha – 1 Year
9.46%
−3.69%
Alpha – 3 Years
10.08%
−0.64%
Information Ratio – 3 Years
0.87
-0.04
Volatility – 1 Year
18.02%
27.68%
Volatility – 3 Years
20.69%
23.40%
Beta – 1 Year
1.00
1.45
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.53
-0.03
Sharpe Ratio – 3 Years
0.83
0.35
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
32.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 23% · S 47%
L 2% · M 2% · S 86%
Number of Stocks
19
36
Portfolio P/E
29.90
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%