Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
ICICI Prudential - Pipe 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%
3.18%
6 Months
30.77%
10.33%
1 Year
28.96%
12.88%
3 Years
24.68%
16.20%
5 Years
24.06%
21.51%
Since Inception
19.53%
24.95%
Fund Age
8 yrs 8 mo
6 yrs 11 mo
AUM
₹11.41 Cr
₹7,993.92 Cr
Alpha – 1 Year
24.24%
8.16%
Alpha – 3 Years
12.59%
4.11%
Information Ratio – 3 Years
0.80
0.49
Volatility – 1 Year
25.13%
18.08%
Volatility – 3 Years
25.00%
17.36%
Beta – 1 Year
1.30
0.97
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
0.46
Sharpe Ratio – 3 Years
0.80
0.65
Worst Rolling Year
4.85%
16.21%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−27.69%
−22.83%
Recovery Period
472 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
30.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
M 14% · S 84%
Number of Stocks
19
41
Portfolio P/E
28.00
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%