Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Motilal Oswal - NTDOP
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%
3.69%
6 Months
30.77%
8.66%
1 Year
28.96%
4.44%
3 Years
24.68%
14.48%
5 Years
24.06%
8.94%
Since Inception
19.53%
14.23%
Fund Age
8 yrs 8 mo
18 yrs 11 mo
AUM
₹11.41 Cr
₹4,562.38 Cr
Alpha – 1 Year
24.24%
1.46%
Alpha – 3 Years
12.59%
2.60%
Information Ratio – 3 Years
0.80
0.08
Volatility – 1 Year
25.13%
20.33%
Volatility – 3 Years
25.00%
19.22%
Beta – 1 Year
1.30
1.12
Beta – 3 Years
1.32
1.12
Sharpe Ratio – 1 Year
0.92
0.00
Sharpe Ratio – 3 Years
0.80
0.51
Worst Rolling Year
4.85%
-6.78%
Value at Worst Rolling Year
₹1.05 Cr
₹0.93 Cr
Deepest Drawdown
−27.69%
−26.97%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
28.03%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 16% · M 42% · S 38%
Number of Stocks
19
33
Portfolio P/E
28.00
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%