Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.87%
6 Months
3.88%
30.77%
1 Year
−7.98%
28.96%
3 Years
11.06%
24.68%
5 Years
10.06%
24.06%
Since Inception
11.56%
19.53%
Fund Age
5 yrs 3 mo
8 yrs 8 mo
AUM
₹106.37 Cr
₹11.41 Cr
Alpha – 1 Year
−10.96%
24.24%
Alpha – 3 Years
−0.82%
12.59%
Information Ratio – 3 Years
0.00
0.80
Volatility – 1 Year
16.00%
25.13%
Volatility – 3 Years
17.59%
25.00%
Beta – 1 Year
0.79
1.30
Beta – 3 Years
0.97
1.32
Sharpe Ratio – 1 Year
-0.78
0.92
Sharpe Ratio – 3 Years
0.42
0.80
Worst Rolling Year
—
4.85%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−27.69%
Recovery Period
—
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.03%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 10% · S 86%
Number of Stocks
—
19
Portfolio P/E
—
28.00
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%