Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
3.26%
6 Months
10.71%
4.03%
1 Year
14.18%
0.70%
3 Years
22.17%
10.01%
5 Years
23.46%
8.40%
Since Inception
19.11%
14.84%
Fund Age
8 yrs
7 yrs 10 mo
AUM
₹120.99 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.46%
−2.28%
Alpha – 3 Years
10.08%
−1.88%
Information Ratio – 3 Years
0.87
-0.37
Volatility – 1 Year
18.02%
17.90%
Volatility – 3 Years
20.69%
14.65%
Beta – 1 Year
1.00
1.00
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.53
-0.18
Sharpe Ratio – 3 Years
0.83
0.35
Worst Rolling Year
9.94%
7.25%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−25.91%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 58% · M 15% · S 26%
Number of Stocks
19
71
Portfolio P/E
29.90
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%