Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Girik Capital - Multi Cap Growth Equity Strategy
Asit C Mehta - Ace Ten Trillion Opportunities
Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
30.77%
3.53%
1 Year
28.96%
−0.08%
3 Years
24.68%
14.56%
5 Years
24.06%
12.33%
Since Inception
19.53%
18.88%
Fund Age
8 yrs 8 mo
16 yrs 7 mo
AUM
₹11.41 Cr
₹1,574.57 Cr
Alpha – 1 Year
24.24%
0.35%
Alpha – 3 Years
12.59%
5.99%
Information Ratio – 3 Years
0.80
0.72
Volatility – 1 Year
25.13%
16.64%
Volatility – 3 Years
25.00%
15.28%
Beta – 1 Year
1.30
0.97
Beta – 3 Years
1.32
0.94
Sharpe Ratio – 1 Year
0.92
-0.25
Sharpe Ratio – 3 Years
0.80
0.61
Worst Rolling Year
4.85%
-0.31%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−27.69%
−22.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
28.03%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 39% · M 8% · S 47%
Number of Stocks
19
33
Portfolio P/E
28.00
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%