Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
QED Capital - Alphabets
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%
4.25%
6 Months
30.77%
7.44%
1 Year
28.96%
14.27%
3 Years
24.68%
13.32%
5 Years
24.06%
10.94%
Since Inception
19.53%
15.43%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹11.41 Cr
₹21.45 Cr
Alpha – 1 Year
24.24%
9.55%
Alpha – 3 Years
12.59%
1.23%
Information Ratio – 3 Years
0.80
0.37
Volatility – 1 Year
25.13%
12.68%
Volatility – 3 Years
25.00%
17.36%
Beta – 1 Year
1.30
0.58
Beta – 3 Years
1.32
0.73
Sharpe Ratio – 1 Year
0.92
0.70
Sharpe Ratio – 3 Years
0.80
0.70
Worst Rolling Year
4.85%
12.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−26.06%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 7% · M 28% · S 62%
Number of Stocks
19
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%