Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Karma Capital Lotus
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%
2.20%
6 Months
30.77%
9.70%
1 Year
28.96%
10.00%
3 Years
24.68%
17.10%
5 Years
24.06%
—
Since Inception
19.53%
23.10%
Fund Age
8 yrs 8 mo
3 yrs 6 mo
AUM
₹11.41 Cr
₹24.16 Cr
Alpha – 1 Year
24.24%
5.30%
Alpha – 3 Years
12.59%
5.00%
Information Ratio – 3 Years
0.80
0.96
Volatility – 1 Year
25.13%
16.88%
Volatility – 3 Years
25.00%
15.62%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
0.93
Sharpe Ratio – 1 Year
0.92
0.34
Sharpe Ratio – 3 Years
0.80
0.81
Worst Rolling Year
4.85%
16.97%
Value at Worst Rolling Year
₹1.05 Cr
₹1.17 Cr
Deepest Drawdown
−27.69%
−19.30%
Recovery Period
472 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –