Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
30.77%
19.55%
1 Year
28.96%
11.69%
3 Years
24.68%
15.46%
5 Years
24.06%
—
Since Inception
19.53%
23.05%
Fund Age
8 yrs 8 mo
3 yrs 4 mo
AUM
₹11.41 Cr
₹95.08 Cr
Alpha – 1 Year
24.24%
8.71%
Alpha – 3 Years
12.59%
3.58%
Information Ratio – 3 Years
0.80
0.52
Volatility – 1 Year
25.13%
27.25%
Volatility – 3 Years
25.00%
23.29%
Beta – 1 Year
1.30
1.44
Beta – 3 Years
1.32
1.22
Sharpe Ratio – 1 Year
0.92
0.33
Sharpe Ratio – 3 Years
0.80
0.66
Worst Rolling Year
4.85%
15.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−27.69%
−32.01%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%