Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Motilal Oswal - Mid to Mega 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%
4.17%
6 Months
30.77%
19.62%
1 Year
28.96%
12.19%
3 Years
24.68%
23.51%
5 Years
24.06%
13.96%
Since Inception
19.53%
23.13%
Fund Age
8 yrs 8 mo
6 yrs 7 mo
AUM
₹11.41 Cr
₹2,332.81 Cr
Alpha – 1 Year
24.24%
9.21%
Alpha – 3 Years
12.59%
11.63%
Information Ratio – 3 Years
0.80
0.83
Volatility – 1 Year
25.13%
26.11%
Volatility – 3 Years
25.00%
21.82%
Beta – 1 Year
1.30
1.32
Beta – 3 Years
1.32
1.14
Sharpe Ratio – 1 Year
0.92
0.33
Sharpe Ratio – 3 Years
0.80
0.83
Worst Rolling Year
4.85%
12.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−24.27%
Recovery Period
472 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 14% · M 33% · S 52%
Number of Stocks
19
33
Portfolio P/E
28.00
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%