Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Axis Kaizen Portfolio
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%
−2.57%
6 Months
30.77%
25.88%
1 Year
28.96%
19.47%
3 Years
24.68%
25.74%
5 Years
24.06%
—
Since Inception
19.53%
23.24%
Fund Age
8 yrs 8 mo
3 yrs 1 mo
AUM
₹11.41 Cr
₹507.13 Cr
Alpha – 1 Year
24.24%
16.49%
Alpha – 3 Years
12.59%
13.85%
Information Ratio – 3 Years
0.80
0.94
Volatility – 1 Year
25.13%
20.27%
Volatility – 3 Years
25.00%
18.08%
Beta – 1 Year
1.30
0.86
Beta – 3 Years
1.32
0.86
Sharpe Ratio – 1 Year
0.92
0.71
Sharpe Ratio – 3 Years
0.80
1.07
Worst Rolling Year
4.85%
22.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−27.69%
−21.35%
Recovery Period
472 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 10% · M 12% · S 65%
Number of Stocks
19
20
Portfolio P/E
28.00
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%