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Asit C Mehta - Ace Ten Trillion Opportunities vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
30.77%
2.04%
1 Year
28.96%
13.04%
3 Years
24.68%
15.74%
5 Years
24.06%
14.15%
Since Inception
19.53%
15.13%
Fund Age
8 yrs 8 mo
14 yrs 1 mo
AUM
₹11.41 Cr
₹850.7 Cr
Alpha – 1 Year
24.24%
13.39%
Alpha – 3 Years
12.59%
6.74%
Information Ratio – 3 Years
0.80
1.02
Volatility – 1 Year
25.13%
18.01%
Volatility – 3 Years
25.00%
15.42%
Beta – 1 Year
1.30
1.04
Beta – 3 Years
1.32
0.99
Sharpe Ratio – 1 Year
0.92
0.48
Sharpe Ratio – 3 Years
0.80
0.76
Worst Rolling Year
4.85%
-19.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.81 Cr
Deepest Drawdown
−27.69%
−15.54%
Recovery Period
472 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
28.03%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
M 10% · S 86%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%