Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
1.87%
6 Months
−2.07%
30.77%
1 Year
−0.17%
28.96%
3 Years
9.32%
24.68%
5 Years
7.90%
24.06%
Since Inception
11.39%
19.53%
Fund Age
7 yrs 6 mo
8 yrs 8 mo
AUM
₹2.61 Cr
₹11.41 Cr
Alpha – 1 Year
0.18%
24.24%
Alpha – 3 Years
0.32%
12.59%
Information Ratio – 3 Years
0.24
0.80
Volatility – 1 Year
16.91%
25.13%
Volatility – 3 Years
14.31%
25.00%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
1.01
1.32
Sharpe Ratio – 1 Year
-0.24
0.92
Sharpe Ratio – 3 Years
0.31
0.80
Worst Rolling Year
7.30%
4.85%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−17.23%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
M 10% · S 86%
Number of Stocks
26
19
Portfolio P/E
24.76
28.00
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%