Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
30.77%
6.66%
1 Year
28.96%
7.95%
3 Years
24.68%
14.01%
5 Years
24.06%
12.40%
Since Inception
19.53%
16.07%
Fund Age
8 yrs 8 mo
12 yrs 5 mo
AUM
₹11.41 Cr
₹27.98 Cr
Alpha – 1 Year
24.24%
3.23%
Alpha – 3 Years
12.59%
1.92%
Information Ratio – 3 Years
0.80
0.55
Volatility – 1 Year
25.13%
16.42%
Volatility – 3 Years
25.00%
14.36%
Beta – 1 Year
1.30
0.92
Beta – 3 Years
1.32
0.91
Sharpe Ratio – 1 Year
0.92
0.15
Sharpe Ratio – 3 Years
0.80
0.63
Worst Rolling Year
4.85%
-4.39%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−27.69%
−17.36%
Recovery Period
472 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
28.03%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 25% · M 6% · S 37%
Number of Stocks
19
30
Portfolio P/E
28.00
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%