Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Carnelian Capital - Contra Portfolio Strategy
Asit C Mehta - Ace Ten Trillion Opportunities
Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Carnelian Capital - Contra Portfolio Strategy
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%
2.00%
6 Months
30.77%
4.51%
1 Year
28.96%
15.12%
3 Years
24.68%
22.90%
5 Years
24.06%
—
Since Inception
19.53%
24.96%
Fund Age
8 yrs 8 mo
4 yrs 7 mo
AUM
₹11.41 Cr
₹136 Cr
Alpha – 1 Year
24.24%
10.40%
Alpha – 3 Years
12.59%
10.82%
Information Ratio – 3 Years
0.80
1.17
Volatility – 1 Year
25.13%
19.24%
Volatility – 3 Years
25.00%
20.81%
Beta – 1 Year
1.30
1.07
Beta – 3 Years
1.32
1.25
Sharpe Ratio – 1 Year
0.92
0.55
Sharpe Ratio – 3 Years
0.80
0.85
Worst Rolling Year
4.85%
21.90%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−27.69%
−25.24%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 53% · M 22% · S 20%
Number of Stocks
19
18
Portfolio P/E
28.00
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%