Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Asit C Mehta - Ace Ten Trillion Opportunities
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
30.77%
11.98%
1 Year
28.96%
18.12%
3 Years
24.68%
18.24%
5 Years
24.06%
—
Since Inception
19.53%
20.21%
Fund Age
8 yrs 8 mo
4 yrs 8 mo
AUM
₹11.41 Cr
₹424.87 Cr
Alpha – 1 Year
24.24%
13.40%
Alpha – 3 Years
12.59%
6.15%
Information Ratio – 3 Years
0.80
0.85
Volatility – 1 Year
25.13%
22.44%
Volatility – 3 Years
25.00%
19.69%
Beta – 1 Year
1.30
1.22
Beta – 3 Years
1.32
1.10
Sharpe Ratio – 1 Year
0.92
0.61
Sharpe Ratio – 3 Years
0.80
0.80
Worst Rolling Year
4.85%
18.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−27.69%
−25.57%
Recovery Period
472 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
M 1% · S 89%
Number of Stocks
19
30
Portfolio P/E
28.00
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%