Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
1.87%
6 Months
7.53%
30.77%
1 Year
10.69%
28.96%
3 Years
9.96%
24.68%
5 Years
10.97%
24.06%
Since Inception
20.53%
19.53%
Fund Age
14 yrs 7 mo
8 yrs 8 mo
AUM
₹132.39 Cr
₹11.41 Cr
Alpha – 1 Year
5.97%
24.24%
Alpha – 3 Years
−2.13%
12.59%
Information Ratio – 3 Years
-0.28
0.80
Volatility – 1 Year
20.88%
25.13%
Volatility – 3 Years
19.08%
25.00%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.12
1.32
Sharpe Ratio – 1 Year
0.34
0.92
Sharpe Ratio – 3 Years
0.32
0.80
Worst Rolling Year
-4.87%
4.85%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−22.42%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
M 10% · S 86%
Number of Stocks
23
19
Portfolio P/E
60.38
28.00
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
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)
0% / 0% / 0%
2% / 0% / 0%