Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
10.71%
31.10%
1 Year
14.18%
52.47%
3 Years
22.17%
17.74%
5 Years
23.46%
16.38%
Since Inception
19.11%
15.58%
Fund Age
8 yrs
16 yrs 9 mo
AUM
₹120.99 Cr
₹132.42 Cr
Alpha – 1 Year
9.46%
47.75%
Alpha – 3 Years
10.08%
5.65%
Information Ratio – 3 Years
0.87
0.46
Volatility – 1 Year
18.02%
26.74%
Volatility – 3 Years
20.69%
21.32%
Beta – 1 Year
1.00
1.30
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.53
1.52
Sharpe Ratio – 3 Years
0.83
0.68
Worst Rolling Year
9.94%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−25.91%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
32.64%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 20% · M 23% · S 47%
M 9% · S 83%
Number of Stocks
19
26
Portfolio P/E
29.90
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%