Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
1.87%
6 Months
7.57%
30.77%
1 Year
24.83%
28.96%
3 Years
11.31%
24.68%
5 Years
11.03%
24.06%
Since Inception
14.72%
19.53%
Fund Age
7 yrs 4 mo
8 yrs 8 mo
AUM
₹2.98 Cr
₹11.41 Cr
Alpha – 1 Year
20.11%
24.24%
Alpha – 3 Years
−0.77%
12.59%
Information Ratio – 3 Years
-0.21
0.80
Volatility – 1 Year
23.09%
25.13%
Volatility – 3 Years
22.29%
25.00%
Beta – 1 Year
1.17
1.30
Beta – 3 Years
1.15
1.32
Sharpe Ratio – 1 Year
0.85
0.92
Sharpe Ratio – 3 Years
0.40
0.80
Worst Rolling Year
5.08%
4.85%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−34.65%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
M 10% · S 86%
Number of Stocks
10
19
Portfolio P/E
24.78
28.00
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
2% / 0% / 0%