Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.87%
6 Months
27.28%
30.77%
1 Year
43.55%
28.96%
3 Years
—
24.68%
5 Years
—
24.06%
Since Inception
38.04%
19.53%
Fund Age
13 mo
8 yrs 8 mo
AUM
₹5.93 Cr
₹11.41 Cr
Alpha – 1 Year
38.83%
24.24%
Alpha – 3 Years
—
12.59%
Information Ratio – 3 Years
—
0.80
Volatility – 1 Year
30.08%
25.13%
Volatility – 3 Years
—
25.00%
Beta – 1 Year
1.47
1.30
Beta – 3 Years
—
1.32
Sharpe Ratio – 1 Year
1.18
0.92
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
4.85%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−12.33%
−27.69%
Recovery Period
Not yet recovered
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
—
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
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%