Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Axis - Core & Satellite PMS
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%
0.11%
6 Months
30.77%
10.76%
1 Year
28.96%
8.14%
3 Years
24.68%
7.76%
5 Years
24.06%
10.03%
Since Inception
19.53%
11.69%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹11.41 Cr
₹87.23 Cr
Alpha – 1 Year
24.24%
8.57%
Alpha – 3 Years
12.59%
−0.81%
Information Ratio – 3 Years
0.80
0.02
Volatility – 1 Year
25.13%
23.09%
Volatility – 3 Years
25.00%
18.26%
Beta – 1 Year
1.30
1.29
Beta – 3 Years
1.32
1.11
Sharpe Ratio – 1 Year
0.92
0.21
Sharpe Ratio – 3 Years
0.80
0.22
Worst Rolling Year
4.85%
6.59%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−27.69%
−25.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 19% · M 1% · S 70%
Number of Stocks
19
41
Portfolio P/E
28.00
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%