Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
30.77%
10.98%
1 Year
28.96%
10.72%
3 Years
24.68%
15.83%
5 Years
24.06%
13.58%
Since Inception
19.53%
14.48%
Fund Age
8 yrs 8 mo
21 yrs 11 mo
AUM
₹11.41 Cr
₹8.51 Cr
Alpha – 1 Year
24.24%
6.00%
Alpha – 3 Years
12.59%
3.74%
Information Ratio – 3 Years
0.80
0.71
Volatility – 1 Year
25.13%
16.38%
Volatility – 3 Years
25.00%
14.45%
Beta – 1 Year
1.30
0.87
Beta – 3 Years
1.32
0.89
Sharpe Ratio – 1 Year
0.92
0.33
Sharpe Ratio – 3 Years
0.80
0.72
Worst Rolling Year
4.85%
-12.28%
Value at Worst Rolling Year
₹1.05 Cr
₹0.88 Cr
Deepest Drawdown
−27.69%
−17.66%
Recovery Period
472 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
28.03%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
M 10% · S 86%
L 23% · M 15% · S 43%
Number of Stocks
19
30
Portfolio P/E
28.00
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%