Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Invesco - Challengers
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%
1.41%
6 Months
30.77%
13.18%
1 Year
28.96%
2.91%
3 Years
24.68%
14.27%
5 Years
24.06%
—
Since Inception
19.53%
11.83%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹11.41 Cr
₹31.01 Cr
Alpha – 1 Year
24.24%
−1.81%
Alpha – 3 Years
12.59%
2.18%
Information Ratio – 3 Years
0.80
0.24
Volatility – 1 Year
25.13%
18.67%
Volatility – 3 Years
25.00%
17.11%
Beta – 1 Year
1.30
0.97
Beta – 3 Years
1.32
0.95
Sharpe Ratio – 1 Year
0.92
-0.04
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
4.85%
12.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−24.73%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 37% · M 30% · S 33%
Number of Stocks
19
26
Portfolio P/E
28.00
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—