Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ASK - ISP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
2.48%
6 Months
30.77%
−4.44%
1 Year
28.96%
−4.32%
3 Years
24.68%
3.67%
5 Years
24.06%
4.35%
Since Inception
19.53%
13.19%
Fund Age
8 yrs 8 mo
16 yrs 6 mo
AUM
₹11.41 Cr
₹953.19 Cr
Alpha – 1 Year
24.24%
−7.30%
Alpha – 3 Years
12.59%
−8.21%
Information Ratio – 3 Years
0.80
-1.44
Volatility – 1 Year
25.13%
16.93%
Volatility – 3 Years
25.00%
16.57%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
1.02
Sharpe Ratio – 1 Year
0.92
-0.50
Sharpe Ratio – 3 Years
0.80
-0.03
Worst Rolling Year
4.85%
-3.66%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−27.69%
−24.45%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.35%
Median Rolling Year
28.03%
12.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 52% · M 23% · S 20%
Number of Stocks
19
21
Portfolio P/E
28.00
34.55
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%
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%