Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
1.87%
6 Months
5.61%
30.77%
1 Year
10.19%
28.96%
3 Years
9.70%
24.68%
5 Years
7.80%
24.06%
Since Inception
13.10%
19.53%
Fund Age
14 yrs 11 mo
8 yrs 8 mo
AUM
₹88.88 Cr
₹11.41 Cr
Alpha – 1 Year
10.54%
24.24%
Alpha – 3 Years
0.70%
12.59%
Information Ratio – 3 Years
0.00
0.80
Volatility – 1 Year
15.04%
25.13%
Volatility – 3 Years
14.30%
25.00%
Beta – 1 Year
0.87
1.30
Beta – 3 Years
0.96
1.32
Sharpe Ratio – 1 Year
0.37
0.92
Sharpe Ratio – 3 Years
0.35
0.80
Worst Rolling Year
4.17%
4.85%
Value at Worst Rolling Year
₹1.04 Cr
₹1.05 Cr
Deepest Drawdown
−20.16%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
M 10% · S 86%
Number of Stocks
37
19
Portfolio P/E
—
28.00
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%