Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
10.71%
13.10%
1 Year
14.18%
18.11%
3 Years
22.17%
14.56%
5 Years
23.46%
8.71%
Since Inception
19.11%
13.67%
Fund Age
8 yrs
11 yrs 2 mo
AUM
₹120.99 Cr
₹138.06 Cr
Alpha – 1 Year
9.46%
18.46%
Alpha – 3 Years
10.08%
5.57%
Information Ratio – 3 Years
0.87
0.62
Volatility – 1 Year
18.02%
22.83%
Volatility – 3 Years
20.69%
16.72%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.53
0.61
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
9.94%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−25.91%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
32.64%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 38% · M 14% · S 45%
Number of Stocks
19
18
Portfolio P/E
29.90
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%