Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
30.77%
0.72%
1 Year
28.96%
7.26%
3 Years
24.68%
15.71%
5 Years
24.06%
16.27%
Since Inception
19.53%
18.01%
Fund Age
8 yrs 8 mo
7 yrs 11 mo
AUM
₹11.41 Cr
₹14,208.27 Cr
Alpha – 1 Year
24.24%
2.54%
Alpha – 3 Years
12.59%
3.62%
Information Ratio – 3 Years
0.80
0.79
Volatility – 1 Year
25.13%
16.69%
Volatility – 3 Years
25.00%
15.09%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
0.95
Sharpe Ratio – 1 Year
0.92
0.18
Sharpe Ratio – 3 Years
0.80
0.70
Worst Rolling Year
4.85%
12.54%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−18.56%
Recovery Period
472 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 68% · M 7% · S 24%
Number of Stocks
19
42
Portfolio P/E
28.00
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%