Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
10.71%
15.63%
1 Year
14.18%
20.01%
3 Years
22.17%
17.10%
5 Years
23.46%
15.64%
Since Inception
19.11%
13.05%
Fund Age
8 yrs
8 yrs 11 mo
AUM
₹120.99 Cr
₹46.46 Cr
Alpha – 1 Year
9.46%
15.29%
Alpha – 3 Years
10.08%
5.01%
Information Ratio – 3 Years
0.87
0.88
Volatility – 1 Year
18.02%
20.61%
Volatility – 3 Years
20.69%
19.98%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
1.12
1.02
Sharpe Ratio – 1 Year
0.53
0.73
Sharpe Ratio – 3 Years
0.83
0.85
Worst Rolling Year
9.94%
-3.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−25.91%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
32.64%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 27% · M 34% · S 33%
Number of Stocks
19
25
Portfolio P/E
29.90
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%