Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
3.35%
6 Months
30.77%
3.75%
1 Year
28.96%
−5.76%
3 Years
24.68%
3.98%
5 Years
24.06%
6.05%
Since Inception
19.53%
9.94%
Fund Age
8 yrs 8 mo
7 yrs 9 mo
AUM
₹11.41 Cr
₹45.09 Cr
Alpha – 1 Year
24.24%
−8.74%
Alpha – 3 Years
12.59%
−7.91%
Information Ratio – 3 Years
0.80
-1.11
Volatility – 1 Year
25.13%
21.69%
Volatility – 3 Years
25.00%
18.00%
Beta – 1 Year
1.30
1.21
Beta – 3 Years
1.32
1.08
Sharpe Ratio – 1 Year
0.92
-0.42
Sharpe Ratio – 3 Years
0.80
0.01
Worst Rolling Year
4.85%
3.08%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−27.69%
−29.01%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 35% · M 13% · S 51%
Number of Stocks
19
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%