Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Eklavya Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−0.98%
6 Months
30.77%
4.93%
1 Year
28.96%
−0.37%
3 Years
24.68%
—
5 Years
24.06%
—
Since Inception
19.53%
4.91%
Fund Age
8 yrs 8 mo
2 yrs 1 mo
AUM
₹11.41 Cr
₹8 Cr
Alpha – 1 Year
24.24%
−0.02%
Alpha – 3 Years
12.59%
—
Information Ratio – 3 Years
0.80
—
Volatility – 1 Year
25.13%
12.93%
Volatility – 3 Years
25.00%
—
Beta – 1 Year
1.30
0.72
Beta – 3 Years
1.32
—
Sharpe Ratio – 1 Year
0.92
-0.38
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
4.85%
6.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−27.69%
−12.49%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 23% · M 8% · S 36%
Number of Stocks
19
30
Portfolio P/E
28.00
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 2% / 0%