Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Marathon Trends - Trend Following
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%
1.43%
6 Months
30.77%
0.81%
1 Year
28.96%
7.79%
3 Years
24.68%
9.10%
5 Years
24.06%
—
Since Inception
19.53%
17.42%
Fund Age
8 yrs 8 mo
8 yrs 11 mo
AUM
₹11.41 Cr
₹342.11 Cr
Alpha – 1 Year
24.24%
3.07%
Alpha – 3 Years
12.59%
−2.99%
Information Ratio – 3 Years
0.80
0.29
Volatility – 1 Year
25.13%
17.73%
Volatility – 3 Years
25.00%
15.85%
Beta – 1 Year
1.30
1.00
Beta – 3 Years
1.32
0.98
Sharpe Ratio – 1 Year
0.92
0.21
Sharpe Ratio – 3 Years
0.80
0.50
Worst Rolling Year
4.85%
9.10%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−27.69%
−24.26%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 40% · M 35% · S 22%
Number of Stocks
19
23
Portfolio P/E
28.00
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%