Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
NAFA - Emerging Bluechip
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%
0.39%
6 Months
30.77%
5.71%
1 Year
28.96%
−0.97%
3 Years
24.68%
8.86%
5 Years
24.06%
14.20%
Since Inception
19.53%
14.76%
Fund Age
8 yrs 8 mo
10 yrs 5 mo
AUM
₹11.41 Cr
₹447.76 Cr
Alpha – 1 Year
24.24%
−2.83%
Alpha – 3 Years
12.59%
−3.22%
Information Ratio – 3 Years
0.80
0.04
Volatility – 1 Year
25.13%
24.79%
Volatility – 3 Years
25.00%
21.25%
Beta – 1 Year
1.30
1.35
Beta – 3 Years
1.32
1.20
Sharpe Ratio – 1 Year
0.92
-0.14
Sharpe Ratio – 3 Years
0.80
0.31
Worst Rolling Year
4.85%
-13.00%
Value at Worst Rolling Year
₹1.05 Cr
₹0.87 Cr
Deepest Drawdown
−27.69%
−26.06%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
28.03%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 2% · M 12% · S 84%
Number of Stocks
19
32
Portfolio P/E
28.00
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%