Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ASK-IVP
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%
1.91%
6 Months
30.77%
−1.55%
1 Year
28.96%
2.26%
3 Years
24.68%
3.37%
5 Years
24.06%
4.66%
Since Inception
19.53%
9.07%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹11.41 Cr
₹55.15 Cr
Alpha – 1 Year
24.24%
−0.72%
Alpha – 3 Years
12.59%
−8.51%
Information Ratio – 3 Years
0.80
-1.16
Volatility – 1 Year
25.13%
17.30%
Volatility – 3 Years
25.00%
16.20%
Beta – 1 Year
1.30
0.96
Beta – 3 Years
1.32
0.96
Sharpe Ratio – 1 Year
0.92
-0.10
Sharpe Ratio – 3 Years
0.80
-0.05
Worst Rolling Year
4.85%
0.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−27.69%
−23.57%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
28.03%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 62% · M 31% · S 6%
Number of Stocks
19
26
Portfolio P/E
28.00
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%