Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Motilal Oswal-Founders
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%
0.25%
6 Months
30.77%
15.19%
1 Year
28.96%
3.21%
3 Years
24.68%
19.65%
5 Years
24.06%
—
Since Inception
19.53%
25.09%
Fund Age
8 yrs 8 mo
3 yrs 5 mo
AUM
₹11.41 Cr
₹4,148.34 Cr
Alpha – 1 Year
24.24%
0.23%
Alpha – 3 Years
12.59%
7.77%
Information Ratio – 3 Years
0.80
0.62
Volatility – 1 Year
25.13%
21.54%
Volatility – 3 Years
25.00%
22.15%
Beta – 1 Year
1.30
1.06
Beta – 3 Years
1.32
1.15
Sharpe Ratio – 1 Year
0.92
-0.01
Sharpe Ratio – 3 Years
0.80
0.68
Worst Rolling Year
4.85%
19.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−27.69%
−27.91%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 26% · M 35% · S 37%
Number of Stocks
19
26
Portfolio P/E
28.00
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%