Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
InCred Capital - Multicap PMS
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%
6.10%
6 Months
30.77%
8.11%
1 Year
28.96%
−2.73%
3 Years
24.68%
11.42%
5 Years
24.06%
12.09%
Since Inception
19.53%
13.75%
Fund Age
8 yrs 8 mo
5 yrs 5 mo
AUM
₹11.41 Cr
₹205.48 Cr
Alpha – 1 Year
24.24%
−5.71%
Alpha – 3 Years
12.59%
−0.47%
Information Ratio – 3 Years
0.80
-0.07
Volatility – 1 Year
25.13%
23.93%
Volatility – 3 Years
25.00%
22.69%
Beta – 1 Year
1.30
1.24
Beta – 3 Years
1.32
1.17
Sharpe Ratio – 1 Year
0.92
-0.23
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
4.85%
11.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−27.69%
−29.75%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 28% · M 36% · S 34%
Number of Stocks
19
29
Portfolio P/E
28.00
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%