Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
2.10%
6 Months
30.77%
29.13%
1 Year
28.96%
20.96%
3 Years
24.68%
17.22%
5 Years
24.06%
—
Since Inception
19.53%
23.59%
Fund Age
8 yrs 8 mo
3 yrs 7 mo
AUM
₹11.41 Cr
₹147.56 Cr
Alpha – 1 Year
24.24%
16.24%
Alpha – 3 Years
12.59%
5.13%
Information Ratio – 3 Years
0.80
0.33
Volatility – 1 Year
25.13%
30.80%
Volatility – 3 Years
25.00%
25.65%
Beta – 1 Year
1.30
1.54
Beta – 3 Years
1.32
1.41
Sharpe Ratio – 1 Year
0.92
0.58
Sharpe Ratio – 3 Years
0.80
0.54
Worst Rolling Year
4.85%
15.38%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−27.69%
−28.52%
Recovery Period
472 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 63% · M 11% · S 17%
Number of Stocks
19
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%