Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
30.77%
24.70%
1 Year
28.96%
21.80%
3 Years
24.68%
16.46%
5 Years
24.06%
12.29%
Since Inception
19.53%
17.31%
Fund Age
8 yrs 8 mo
7 yrs 2 mo
AUM
₹11.41 Cr
₹328.39 Cr
Alpha – 1 Year
24.24%
22.15%
Alpha – 3 Years
12.59%
7.46%
Information Ratio – 3 Years
0.80
1.55
Volatility – 1 Year
25.13%
22.56%
Volatility – 3 Years
25.00%
18.01%
Beta – 1 Year
1.30
1.10
Beta – 3 Years
1.32
0.98
Sharpe Ratio – 1 Year
0.92
0.85
Sharpe Ratio – 3 Years
0.80
1.07
Worst Rolling Year
4.85%
7.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−27.69%
−21.44%
Recovery Period
472 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
16
Portfolio P/E
28.00
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%