Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
2.75%
6 Months
30.77%
26.95%
1 Year
28.96%
13.12%
3 Years
24.68%
17.80%
5 Years
24.06%
15.04%
Since Inception
19.53%
22.70%
Fund Age
8 yrs 8 mo
8 yrs
AUM
₹11.41 Cr
₹357.26 Cr
Alpha – 1 Year
24.24%
10.14%
Alpha – 3 Years
12.59%
5.90%
Information Ratio – 3 Years
0.80
0.31
Volatility – 1 Year
25.13%
32.38%
Volatility – 3 Years
25.00%
25.45%
Beta – 1 Year
1.30
1.68
Beta – 3 Years
1.32
1.37
Sharpe Ratio – 1 Year
0.92
0.36
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
4.85%
11.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−27.69%
−26.50%
Recovery Period
472 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 7% · M 19% · S 59%
Number of Stocks
19
42
Portfolio P/E
28.00
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%