Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ATLAS - Debt Equity Hybrid Pms Fund
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
1.87%
−1.41%
6 Months
30.77%
−1.89%
1 Year
28.96%
−1.71%
3 Years
24.68%
14.33%
5 Years
24.06%
13.36%
Since Inception
19.53%
22.84%
Fund Age
8 yrs 8 mo
5 yrs 5 mo
AUM
₹11.41 Cr
₹46.26 Cr
Alpha – 1 Year
24.24%
−6.43%
Alpha – 3 Years
12.59%
2.24%
Information Ratio – 3 Years
0.80
0.22
Volatility – 1 Year
25.13%
19.18%
Volatility – 3 Years
25.00%
17.80%
Beta – 1 Year
1.30
1.02
Beta – 3 Years
1.32
1.04
Sharpe Ratio – 1 Year
0.92
-0.27
Sharpe Ratio – 3 Years
0.80
0.55
Worst Rolling Year
4.85%
13.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−27.69%
−20.80%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 69% · M 8% · S 22%
Number of Stocks
19
65
Portfolio P/E
28.00
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%