Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Centrum PMS - Micro
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%
5.99%
6 Months
30.77%
26.63%
1 Year
28.96%
16.86%
3 Years
24.68%
13.24%
5 Years
24.06%
17.56%
Since Inception
19.53%
16.65%
Fund Age
8 yrs 8 mo
10 yrs 1 mo
AUM
₹11.41 Cr
₹11.38 Cr
Alpha – 1 Year
24.24%
12.14%
Alpha – 3 Years
12.59%
1.15%
Information Ratio – 3 Years
0.80
0.20
Volatility – 1 Year
25.13%
29.32%
Volatility – 3 Years
25.00%
24.13%
Beta – 1 Year
1.30
1.44
Beta – 3 Years
1.32
1.15
Sharpe Ratio – 1 Year
0.92
0.48
Sharpe Ratio – 3 Years
0.80
0.50
Worst Rolling Year
4.85%
-10.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−27.69%
−32.02%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
28.03%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
M 1% · S 95%
Number of Stocks
19
28
Portfolio P/E
28.00
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%