Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
30.77%
24.60%
1 Year
28.96%
7.56%
3 Years
24.68%
20.98%
5 Years
24.06%
—
Since Inception
19.53%
24.10%
Fund Age
8 yrs 8 mo
4 yrs 4 mo
AUM
₹11.41 Cr
₹3.89 Cr
Alpha – 1 Year
24.24%
4.58%
Alpha – 3 Years
12.59%
9.08%
Information Ratio – 3 Years
0.80
0.07
Volatility – 1 Year
25.13%
32.74%
Volatility – 3 Years
25.00%
27.24%
Beta – 1 Year
1.30
1.49
Beta – 3 Years
1.32
1.30
Sharpe Ratio – 1 Year
0.92
0.20
Sharpe Ratio – 3 Years
0.80
0.49
Worst Rolling Year
4.85%
17.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−27.69%
−34.40%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
27
Portfolio P/E
28.00
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%