Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
0.53%
6 Months
30.77%
5.22%
1 Year
28.96%
8.94%
3 Years
24.68%
10.33%
5 Years
24.06%
10.77%
Since Inception
19.53%
10.49%
Fund Age
8 yrs 8 mo
9 yrs 9 mo
AUM
₹11.41 Cr
₹67.62 Cr
Alpha – 1 Year
24.24%
−0.44%
Alpha – 3 Years
12.59%
0.76%
Information Ratio – 3 Years
0.80
0.44
Volatility – 1 Year
25.13%
2.31%
Volatility – 3 Years
25.00%
1.38%
Beta – 1 Year
1.30
0.41
Beta – 3 Years
1.32
0.46
Sharpe Ratio – 1 Year
0.92
1.46
Sharpe Ratio – 3 Years
0.80
3.36
Worst Rolling Year
4.85%
9.87%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−27.69%
—
Recovery Period
472 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%