Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
3.93%
6 Months
10.71%
25.32%
1 Year
14.18%
18.21%
3 Years
22.17%
32.70%
5 Years
23.46%
23.63%
Since Inception
19.11%
28.38%
Fund Age
8 yrs
7 yrs 10 mo
AUM
₹120.99 Cr
₹8,686.39 Cr
Alpha – 1 Year
9.46%
13.49%
Alpha – 3 Years
10.08%
20.61%
Information Ratio – 3 Years
0.87
1.92
Volatility – 1 Year
18.02%
22.97%
Volatility – 3 Years
20.69%
19.40%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.53
0.61
Sharpe Ratio – 3 Years
0.83
1.30
Worst Rolling Year
9.94%
17.00%
Value at Worst Rolling Year
₹1.10 Cr
₹1.17 Cr
Deepest Drawdown
−25.91%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 37% · M 30% · S 25%
Number of Stocks
19
43
Portfolio P/E
29.90
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%