Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Axis - Emerging Stars Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−1.88%
6 Months
30.77%
17.49%
1 Year
28.96%
9.72%
3 Years
24.68%
—
5 Years
24.06%
—
Since Inception
19.53%
6.83%
Fund Age
8 yrs 8 mo
2 yrs 3 mo
AUM
₹11.41 Cr
₹104.19 Cr
Alpha – 1 Year
24.24%
6.74%
Alpha – 3 Years
12.59%
—
Information Ratio – 3 Years
0.80
—
Volatility – 1 Year
25.13%
24.22%
Volatility – 3 Years
25.00%
—
Beta – 1 Year
1.30
1.13
Beta – 3 Years
1.32
—
Sharpe Ratio – 1 Year
0.92
0.27
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
4.85%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−27.69%
−19.46%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.03%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 3% · M 1% · S 92%
Number of Stocks
19
45
Portfolio P/E
28.00
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%