Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
4.41%
6 Months
30.77%
0.07%
1 Year
28.96%
4.08%
3 Years
24.68%
6.47%
5 Years
24.06%
—
Since Inception
19.53%
11.08%
Fund Age
8 yrs 8 mo
6 yrs 6 mo
AUM
₹11.41 Cr
₹1.91 Cr
Alpha – 1 Year
24.24%
4.51%
Alpha – 3 Years
12.59%
−2.09%
Information Ratio – 3 Years
0.80
-0.44
Volatility – 1 Year
25.13%
16.64%
Volatility – 3 Years
25.00%
14.35%
Beta – 1 Year
1.30
0.98
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
-0.01
Sharpe Ratio – 3 Years
0.80
0.13
Worst Rolling Year
4.85%
5.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−27.69%
−18.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 90% · M 7%
Number of Stocks
19
50
Portfolio P/E
28.00
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –