Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−1.22%
6 Months
30.77%
5.87%
1 Year
28.96%
2.35%
3 Years
24.68%
13.67%
5 Years
24.06%
15.58%
Since Inception
19.53%
16.64%
Fund Age
8 yrs 8 mo
5 yrs 6 mo
AUM
₹11.41 Cr
₹756.71 Cr
Alpha – 1 Year
24.24%
−0.63%
Alpha – 3 Years
12.59%
1.78%
Information Ratio – 3 Years
0.80
0.09
Volatility – 1 Year
25.13%
15.74%
Volatility – 3 Years
25.00%
14.36%
Beta – 1 Year
1.30
0.82
Beta – 3 Years
1.32
0.84
Sharpe Ratio – 1 Year
0.92
-0.13
Sharpe Ratio – 3 Years
0.80
0.59
Worst Rolling Year
4.85%
13.38%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−15.74%
Recovery Period
472 days
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 10% · S 86%
L 43% · M 8% · S 37%
Number of Stocks
19
26
Portfolio P/E
28.00
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%