Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Marcellus - Kings of Capital
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%
0.50%
6 Months
30.77%
2.02%
1 Year
28.96%
0.60%
3 Years
24.68%
8.21%
5 Years
24.06%
5.75%
Since Inception
19.53%
9.73%
Fund Age
8 yrs 8 mo
6 yrs
AUM
₹11.41 Cr
₹128.19 Cr
Alpha – 1 Year
24.24%
1.03%
Alpha – 3 Years
12.59%
−0.36%
Information Ratio – 3 Years
0.80
0.12
Volatility – 1 Year
25.13%
19.24%
Volatility – 3 Years
25.00%
14.76%
Beta – 1 Year
1.30
1.13
Beta – 3 Years
1.32
0.95
Sharpe Ratio – 1 Year
0.92
-0.16
Sharpe Ratio – 3 Years
0.80
0.24
Worst Rolling Year
4.85%
0.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−27.69%
−18.72%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
28.03%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%