Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Ckredence-Diversified Fund
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%
5.36%
6 Months
30.77%
17.83%
1 Year
28.96%
22.60%
3 Years
24.68%
18.89%
5 Years
24.06%
16.73%
Since Inception
19.53%
18.63%
Fund Age
8 yrs 8 mo
5 yrs 2 mo
AUM
₹11.41 Cr
₹146.97 Cr
Alpha – 1 Year
24.24%
17.88%
Alpha – 3 Years
12.59%
6.80%
Information Ratio – 3 Years
0.80
0.75
Volatility – 1 Year
25.13%
20.18%
Volatility – 3 Years
25.00%
16.94%
Beta – 1 Year
1.30
1.05
Beta – 3 Years
1.32
0.94
Sharpe Ratio – 1 Year
0.92
0.85
Sharpe Ratio – 3 Years
0.80
0.80
Worst Rolling Year
4.85%
15.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−27.69%
−17.05%
Recovery Period
472 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 20% · M 19% · S 58%
Number of Stocks
19
32
Portfolio P/E
28.00
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%