Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
NJ - Multicap
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%
2.92%
6 Months
30.77%
8.20%
1 Year
28.96%
15.48%
3 Years
24.68%
18.05%
5 Years
24.06%
15.54%
Since Inception
19.53%
14.61%
Fund Age
8 yrs 8 mo
10 yrs 4 mo
AUM
₹11.41 Cr
₹747.6 Cr
Alpha – 1 Year
24.24%
15.83%
Alpha – 3 Years
12.59%
9.06%
Information Ratio – 3 Years
0.80
0.72
Volatility – 1 Year
25.13%
18.67%
Volatility – 3 Years
25.00%
21.45%
Beta – 1 Year
1.30
1.12
Beta – 3 Years
1.32
1.31
Sharpe Ratio – 1 Year
0.92
0.58
Sharpe Ratio – 3 Years
0.80
0.64
Worst Rolling Year
4.85%
-13.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.86 Cr
Deepest Drawdown
−27.69%
−30.97%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
28.03%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 35% · M 50% · S 14%
Number of Stocks
19
25
Portfolio P/E
28.00
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%