Performance Overview
Comparative Stats
See the Return. Understand the Rank.
Compare PMS strategy performance across your selected return period and see where each strategy stands among its peers. Returns are shown using the Time-Weighted Rate of Return (TWRR) methodology, while quartiles place each strategy within the complete dataset available for that period.
Q1 represents the top 25% of performers; Q4 represents the bottom 25%. A manager need not rank first in every period. For an investor evaluating a longer track record, a Q1 ranking over three years is a useful sign of strong relative performance and a starting point for deeper assessment.
Total PMS
—Selected Period
—Highest Return
—PMS Return Comparison
| PMS Name | 1 Year Returns | Quartile |
|---|
No PMS records match your search.
What does a PMS quartile ranking tell you?
A PMS return shows what a strategy earned over a period. A quartile ranking adds context: how did that return compare with other strategies over the same period? For each selected period, we rank strategies with available performance data and divide them into four groups. Q1 contains the top 25% of performers; Q4 contains the bottom 25%. Q2 and Q3 represent the two groups in between.
Why look beyond the return figure?
A positive return can feel reassuring, but it does not tell you whether a strategy kept pace with its peers. Equally, a modest return during a difficult market may represent strong relative performance. Quartiles help you see that distinction.
How should you use the ranking?
- Start with the period that matters to you. A one-year rank shows recent performance.
Three-year and five-year ranks provide a longer view, where available. - Look for a pattern across periods. A Q1 ranking over three years is a useful sign of strong
relative performance. If a strategy ranks highly over one year but much lower over three
years, look more closely at what drove the recent result. - Then look beyond the quartile. Consider the strategy’s investment approach, benchmark, risk,
fees and the number of strategies included in the comparison. Two strategies can share a
quartile while taking very different risks to achieve their returns.
A quartile is a starting point for better questions, not a verdict on a manager. It helps you judge performance in context and decide which strategies merit a closer look.
Source - Internal Research, ACE MF
*The numbers shown above are back-tested results from 1st May 2001 to 15th Jan 2026, using "Multi-Factor Quantitative Methodology" and are only for indicative purposes, which can evolve with the continuous improvement of the strategy. These numbers are not verified by SEBI or any Regulatory Authority. Figures are gross of fees and pre-tax.
