Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
0.08%
6 Months
30.77%
9.62%
1 Year
28.96%
2.22%
3 Years
24.68%
18.64%
5 Years
24.06%
16.68%
Since Inception
19.53%
18.59%
Fund Age
8 yrs 8 mo
5 yrs
AUM
₹11.41 Cr
₹159.01 Cr
Alpha – 1 Year
24.24%
−0.76%
Alpha – 3 Years
12.59%
6.74%
Information Ratio – 3 Years
0.80
0.40
Volatility – 1 Year
25.13%
25.41%
Volatility – 3 Years
25.00%
25.71%
Beta – 1 Year
1.30
1.32
Beta – 3 Years
1.32
1.31
Sharpe Ratio – 1 Year
0.92
-0.02
Sharpe Ratio – 3 Years
0.80
0.58
Worst Rolling Year
4.85%
17.76%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−27.69%
−32.80%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 7% · M 14% · S 74%
Number of Stocks
19
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—