Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
30.77%
3.14%
1 Year
28.96%
14.41%
3 Years
24.68%
16.50%
5 Years
24.06%
—
Since Inception
19.53%
17.99%
Fund Age
8 yrs 8 mo
3 yrs 2 mo
AUM
₹11.41 Cr
₹19.19 Cr
Alpha – 1 Year
24.24%
14.84%
Alpha – 3 Years
12.59%
7.93%
Information Ratio – 3 Years
0.80
1.26
Volatility – 1 Year
25.13%
16.65%
Volatility – 3 Years
25.00%
14.41%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
0.95
Sharpe Ratio – 1 Year
0.92
0.57
Sharpe Ratio – 3 Years
0.80
0.78
Worst Rolling Year
4.85%
16.17%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−27.69%
−18.49%
Recovery Period
472 days
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 52% · M 24% · S 17%
Number of Stocks
19
48
Portfolio P/E
28.00
—
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%