Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ASK Strategic
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%
1.77%
6 Months
30.77%
−2.32%
1 Year
28.96%
−4.30%
3 Years
24.68%
4.86%
5 Years
24.06%
5.12%
Since Inception
19.53%
13.15%
Fund Age
8 yrs 8 mo
16 yrs 7 mo
AUM
₹11.41 Cr
₹21.07 Cr
Alpha – 1 Year
24.24%
−7.28%
Alpha – 3 Years
12.59%
−7.02%
Information Ratio – 3 Years
0.80
-1.10
Volatility – 1 Year
25.13%
16.85%
Volatility – 3 Years
25.00%
18.06%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
1.07
Sharpe Ratio – 1 Year
0.92
-0.50
Sharpe Ratio – 3 Years
0.80
0.05
Worst Rolling Year
4.85%
-4.57%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−27.69%
−24.09%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.10%
Median Rolling Year
28.03%
13.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 12% · M 53% · S 34%
Number of Stocks
19
34
Portfolio P/E
28.00
41.34
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%
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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