Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
0.97%
6 Months
30.77%
6.33%
1 Year
28.96%
−0.99%
3 Years
24.68%
6.26%
5 Years
24.06%
6.47%
Since Inception
19.53%
5.18%
Fund Age
8 yrs 8 mo
19 yrs 5 mo
AUM
₹11.41 Cr
₹95.89 Cr
Alpha – 1 Year
24.24%
2.51%
Alpha – 3 Years
12.59%
−2.73%
Information Ratio – 3 Years
0.80
-0.10
Volatility – 1 Year
25.13%
20.93%
Volatility – 3 Years
25.00%
17.77%
Beta – 1 Year
1.30
1.14
Beta – 3 Years
1.32
1.05
Sharpe Ratio – 1 Year
0.92
-0.20
Sharpe Ratio – 3 Years
0.80
0.23
Worst Rolling Year
4.85%
-21.50%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−27.69%
−30.66%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
28.03%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
M 10% · S 86%
L 77% · M 12% · S 11%
Number of Stocks
19
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%