Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Master Trust India Growth Strategy
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%
5.45%
6 Months
30.77%
16.85%
1 Year
28.96%
9.30%
3 Years
24.68%
14.05%
5 Years
24.06%
14.30%
Since Inception
19.53%
24.29%
Fund Age
8 yrs 8 mo
14 yrs 10 mo
AUM
₹11.41 Cr
₹372.24 Cr
Alpha – 1 Year
24.24%
4.58%
Alpha – 3 Years
12.59%
1.97%
Information Ratio – 3 Years
0.80
0.33
Volatility – 1 Year
25.13%
21.18%
Volatility – 3 Years
25.00%
20.18%
Beta – 1 Year
1.30
1.04
Beta – 3 Years
1.32
1.12
Sharpe Ratio – 1 Year
0.92
0.27
Sharpe Ratio – 3 Years
0.80
0.49
Worst Rolling Year
4.85%
-10.46%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−27.69%
−23.77%
Recovery Period
472 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
28.03%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 0.5%