Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Sundaram Alternate - SELF
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%
7.67%
6 Months
10.71%
27.70%
1 Year
14.18%
47.52%
3 Years
22.17%
23.98%
5 Years
23.46%
15.87%
Since Inception
19.11%
18.55%
Fund Age
8 yrs
16 yrs 2 mo
AUM
₹120.99 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.46%
42.80%
Alpha – 3 Years
10.08%
11.89%
Information Ratio – 3 Years
0.87
1.12
Volatility – 1 Year
18.02%
28.29%
Volatility – 3 Years
20.69%
20.76%
Beta – 1 Year
1.00
1.36
Beta – 3 Years
1.12
1.07
Sharpe Ratio – 1 Year
0.53
1.33
Sharpe Ratio – 3 Years
0.83
0.99
Worst Rolling Year
9.94%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−25.91%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
32.64%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 22% · M 32% · S 42%
Number of Stocks
19
26
Portfolio P/E
29.90
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%