Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Counter Cyclical - Diversified Long Term Value
Asit C Mehta - Ace Ten Trillion Opportunities
Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
30.77%
26.09%
1 Year
28.96%
14.74%
3 Years
24.68%
18.63%
5 Years
24.06%
29.18%
Since Inception
19.53%
45.31%
Fund Age
8 yrs 8 mo
7 yrs 1 mo
AUM
₹11.41 Cr
₹1,025.6 Cr
Alpha – 1 Year
24.24%
10.02%
Alpha – 3 Years
12.59%
6.54%
Information Ratio – 3 Years
0.80
0.41
Volatility – 1 Year
25.13%
29.04%
Volatility – 3 Years
25.00%
23.98%
Beta – 1 Year
1.30
1.50
Beta – 3 Years
1.32
1.19
Sharpe Ratio – 1 Year
0.92
0.42
Sharpe Ratio – 3 Years
0.80
0.61
Worst Rolling Year
4.85%
17.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−27.69%
−31.35%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
48.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
S 95%
Number of Stocks
19
182
Portfolio P/E
28.00
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%