Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
30.77%
0.28%
1 Year
28.96%
2.14%
3 Years
24.68%
10.02%
5 Years
24.06%
13.15%
Since Inception
19.53%
11.46%
Fund Age
8 yrs 8 mo
8 yrs 7 mo
AUM
₹11.41 Cr
₹585.94 Cr
Alpha – 1 Year
24.24%
2.49%
Alpha – 3 Years
12.59%
1.02%
Information Ratio – 3 Years
0.80
0.18
Volatility – 1 Year
25.13%
16.38%
Volatility – 3 Years
25.00%
14.42%
Beta – 1 Year
1.30
1.00
Beta – 3 Years
1.32
0.96
Sharpe Ratio – 1 Year
0.92
-0.13
Sharpe Ratio – 3 Years
0.80
0.38
Worst Rolling Year
4.85%
3.37%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−27.69%
−17.04%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 65% · M 26% · S 8%
Number of Stocks
19
31
Portfolio P/E
28.00
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%