Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Equirus Securities - Long Horizon 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%
5.54%
6 Months
30.77%
29.52%
1 Year
28.96%
27.35%
3 Years
24.68%
14.30%
5 Years
24.06%
12.28%
Since Inception
19.53%
21.22%
Fund Age
8 yrs 8 mo
9 yrs 10 mo
AUM
₹11.41 Cr
₹374.43 Cr
Alpha – 1 Year
24.24%
22.63%
Alpha – 3 Years
12.59%
2.21%
Information Ratio – 3 Years
0.80
0.15
Volatility – 1 Year
25.13%
28.49%
Volatility – 3 Years
25.00%
24.50%
Beta – 1 Year
1.30
1.39
Beta – 3 Years
1.32
1.24
Sharpe Ratio – 1 Year
0.92
0.80
Sharpe Ratio – 3 Years
0.80
0.46
Worst Rolling Year
4.85%
-3.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−27.69%
−30.92%
Recovery Period
472 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
28.03%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
M 4% · S 95%
Number of Stocks
19
29
Portfolio P/E
28.00
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%