Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Shriram LEAPS
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%
4.25%
6 Months
10.71%
−2.25%
1 Year
14.18%
13.70%
3 Years
22.17%
—
5 Years
23.46%
—
Since Inception
19.11%
13.96%
Fund Age
8 yrs
18 mo
AUM
₹120.99 Cr
₹0.37 Cr
Alpha – 1 Year
9.46%
14.05%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
18.02%
17.89%
Volatility – 3 Years
20.69%
—
Beta – 1 Year
1.00
0.96
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.53
0.51
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
9.94%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−25.91%
−15.73%
Recovery Period
Not yet recovered
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%
—
Number of Stocks
19
—
Portfolio P/E
29.90
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—