Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Ayan-PriceBridge Upswing
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Asit C Mehta - Ace Ten Trillion Opportunities
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
30.77%
6.20%
1 Year
28.96%
9.45%
3 Years
24.68%
11.74%
5 Years
24.06%
—
Since Inception
19.53%
12.77%
Fund Age
8 yrs 8 mo
3 yrs 7 mo
AUM
₹11.41 Cr
₹223.43 Cr
Alpha – 1 Year
24.24%
9.88%
Alpha – 3 Years
12.59%
3.17%
Information Ratio – 3 Years
0.80
0.40
Volatility – 1 Year
25.13%
16.24%
Volatility – 3 Years
25.00%
16.22%
Beta – 1 Year
1.30
0.89
Beta – 3 Years
1.32
1.02
Sharpe Ratio – 1 Year
0.92
0.30
Sharpe Ratio – 3 Years
0.80
0.44
Worst Rolling Year
4.85%
11.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−27.69%
−24.20%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 45% · M 31% · S 19%
Number of Stocks
19
96
Portfolio P/E
28.00
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%