Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
30.77%
0.32%
1 Year
28.96%
1.03%
3 Years
24.68%
14.82%
5 Years
24.06%
11.82%
Since Inception
19.53%
13.07%
Fund Age
8 yrs 8 mo
5 yrs 2 mo
AUM
₹11.41 Cr
₹56.08 Cr
Alpha – 1 Year
24.24%
−1.95%
Alpha – 3 Years
12.59%
2.94%
Information Ratio – 3 Years
0.80
0.18
Volatility – 1 Year
25.13%
13.89%
Volatility – 3 Years
25.00%
18.35%
Beta – 1 Year
1.30
0.75
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
-0.25
Sharpe Ratio – 3 Years
0.80
0.55
Worst Rolling Year
4.85%
12.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−26.40%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 38% · M 29% · S 24%
Number of Stocks
19
37
Portfolio P/E
28.00
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%