Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−0.03%
6 Months
30.77%
1.95%
1 Year
28.96%
9.19%
3 Years
24.68%
16.93%
5 Years
24.06%
11.74%
Since Inception
19.53%
12.55%
Fund Age
8 yrs 8 mo
7 yrs 3 mo
AUM
₹11.41 Cr
₹17.39 Cr
Alpha – 1 Year
24.24%
9.54%
Alpha – 3 Years
12.59%
7.93%
Information Ratio – 3 Years
0.80
0.83
Volatility – 1 Year
25.13%
16.46%
Volatility – 3 Years
25.00%
13.48%
Beta – 1 Year
1.30
0.82
Beta – 3 Years
1.32
0.74
Sharpe Ratio – 1 Year
0.92
0.29
Sharpe Ratio – 3 Years
0.80
0.84
Worst Rolling Year
4.85%
3.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−27.69%
−16.15%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 27% · M 18% · S 26%
Number of Stocks
19
53
Portfolio P/E
28.00
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%