Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
1.87%
6 Months
1.87%
30.77%
1 Year
8.68%
28.96%
3 Years
16.60%
24.68%
5 Years
15.36%
24.06%
Since Inception
12.51%
19.53%
Fund Age
8 yrs 8 mo
8 yrs 8 mo
AUM
₹4.55 Cr
₹11.41 Cr
Alpha – 1 Year
3.96%
24.24%
Alpha – 3 Years
4.51%
12.59%
Information Ratio – 3 Years
0.64
0.80
Volatility – 1 Year
15.98%
25.13%
Volatility – 3 Years
15.76%
25.00%
Beta – 1 Year
0.87
1.30
Beta – 3 Years
0.94
1.32
Sharpe Ratio – 1 Year
0.27
0.92
Sharpe Ratio – 3 Years
0.72
0.80
Worst Rolling Year
1.47%
4.85%
Value at Worst Rolling Year
₹1.01 Cr
₹1.05 Cr
Deepest Drawdown
−17.84%
−27.69%
Recovery Period
136 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
M 10% · S 86%
Number of Stocks
14
19
Portfolio P/E
31.16
28.00
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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% / 0% / 0%
2% / 0% / 0%