Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Hanut - Fundamental Quant
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%
3.57%
6 Months
30.77%
13.27%
1 Year
28.96%
19.25%
3 Years
24.68%
19.26%
5 Years
24.06%
12.69%
Since Inception
19.53%
18.49%
Fund Age
8 yrs 8 mo
7 yrs 3 mo
AUM
₹11.41 Cr
₹40.18 Cr
Alpha – 1 Year
24.24%
14.53%
Alpha – 3 Years
12.59%
7.17%
Information Ratio – 3 Years
0.80
0.70
Volatility – 1 Year
25.13%
26.49%
Volatility – 3 Years
25.00%
18.75%
Beta – 1 Year
1.30
1.37
Beta – 3 Years
1.32
1.06
Sharpe Ratio – 1 Year
0.92
0.59
Sharpe Ratio – 3 Years
0.80
0.71
Worst Rolling Year
4.85%
12.14%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−27.69%
−15.45%
Recovery Period
472 days
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
20.15%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 13% · M 41% · S 44%
Number of Stocks
19
36
Portfolio P/E
28.00
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%