Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
HDFC India Ascent Portfolio - DPMS
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%
−1.07%
6 Months
30.77%
1.78%
1 Year
28.96%
5.40%
3 Years
24.68%
8.85%
5 Years
24.06%
—
Since Inception
19.53%
10.06%
Fund Age
8 yrs 8 mo
3 yrs 2 mo
AUM
₹11.41 Cr
₹6 Cr
Alpha – 1 Year
24.24%
0.68%
Alpha – 3 Years
12.59%
−3.24%
Information Ratio – 3 Years
0.80
-0.36
Volatility – 1 Year
25.13%
19.91%
Volatility – 3 Years
25.00%
17.03%
Beta – 1 Year
1.30
1.12
Beta – 3 Years
1.32
1.05
Sharpe Ratio – 1 Year
0.92
0.09
Sharpe Ratio – 3 Years
0.80
0.27
Worst Rolling Year
4.85%
8.77%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−27.69%
−18.84%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
10.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
—
Portfolio P/E
28.00
—
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%
—
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—