Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Right Horizons - All Seasons
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Asit C Mehta - Ace Ten Trillion Opportunities
Right Horizons - All Seasons
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%
1.32%
6 Months
30.77%
3.83%
1 Year
28.96%
9.77%
3 Years
24.68%
13.19%
5 Years
24.06%
12.01%
Since Inception
19.53%
14.38%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹11.41 Cr
₹42.66 Cr
Alpha – 1 Year
24.24%
3.80%
Alpha – 3 Years
12.59%
2.30%
Information Ratio – 3 Years
0.80
0.23
Volatility – 1 Year
25.13%
15.84%
Volatility – 3 Years
25.00%
12.64%
Beta – 1 Year
1.30
1.56
Beta – 3 Years
1.32
1.48
Sharpe Ratio – 1 Year
0.92
0.32
Sharpe Ratio – 3 Years
0.80
0.70
Worst Rolling Year
4.85%
9.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−27.69%
−15.18%
Recovery Period
472 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%