Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
0.48%
6 Months
30.77%
0.17%
1 Year
28.96%
1.53%
3 Years
24.68%
6.30%
5 Years
24.06%
7.16%
Since Inception
19.53%
16.58%
Fund Age
8 yrs 8 mo
6 yrs 6 mo
AUM
₹11.41 Cr
₹182.72 Cr
Alpha – 1 Year
24.24%
−3.19%
Alpha – 3 Years
12.59%
−5.79%
Information Ratio – 3 Years
0.80
-1.15
Volatility – 1 Year
25.13%
17.17%
Volatility – 3 Years
25.00%
15.94%
Beta – 1 Year
1.30
0.97
Beta – 3 Years
1.32
0.99
Sharpe Ratio – 1 Year
0.92
-0.13
Sharpe Ratio – 3 Years
0.80
0.13
Worst Rolling Year
4.85%
6.16%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−27.69%
−24.43%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
60
Portfolio P/E
28.00
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%