Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Asit C Mehta - Ace Ten Trillion Opportunities
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
3.04%
1.87%
6 Months
10.82%
30.77%
1 Year
8.67%
28.96%
3 Years
13.08%
24.68%
5 Years
15.51%
24.06%
Since Inception
26.40%
19.53%
Fund Age
6 yrs
8 yrs 8 mo
AUM
₹5,996.39 Cr
₹11.41 Cr
Alpha – 1 Year
3.95%
24.24%
Alpha – 3 Years
0.99%
12.59%
Information Ratio – 3 Years
0.24
0.80
Volatility – 1 Year
22.00%
25.13%
Volatility – 3 Years
18.61%
25.00%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
1.02
1.32
Sharpe Ratio – 1 Year
0.24
0.92
Sharpe Ratio – 3 Years
0.55
0.80
Worst Rolling Year
12.98%
4.85%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−22.98%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
M 10% · S 86%
Number of Stocks
30
19
Portfolio P/E
25.07
28.00
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%