Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Asit C Mehta - Ace Ten Trillion Opportunities
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
0.37%
1.87%
6 Months
−0.19%
30.77%
1 Year
10.10%
28.96%
3 Years
12.11%
24.68%
5 Years
13.02%
24.06%
Since Inception
22.34%
19.53%
Fund Age
5 yrs 10 mo
8 yrs 8 mo
AUM
₹7,768.91 Cr
₹11.41 Cr
Alpha – 1 Year
5.38%
24.24%
Alpha – 3 Years
0.02%
12.59%
Information Ratio – 3 Years
0.42
0.80
Volatility – 1 Year
16.46%
25.13%
Volatility – 3 Years
14.48%
25.00%
Beta – 1 Year
0.92
1.30
Beta – 3 Years
0.91
1.32
Sharpe Ratio – 1 Year
0.41
0.92
Sharpe Ratio – 3 Years
0.62
0.80
Worst Rolling Year
10.43%
4.85%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−20.45%
−27.69%
Recovery Period
240 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
M 10% · S 86%
Number of Stocks
25
19
Portfolio P/E
28.28
28.00
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%