Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
30.77%
10.94%
1 Year
28.96%
1.03%
3 Years
24.68%
11.45%
5 Years
24.06%
15.19%
Since Inception
19.53%
27.03%
Fund Age
8 yrs 8 mo
5 yrs 11 mo
AUM
₹11.41 Cr
₹298.71 Cr
Alpha – 1 Year
24.24%
−3.69%
Alpha – 3 Years
12.59%
−0.64%
Information Ratio – 3 Years
0.80
-0.04
Volatility – 1 Year
25.13%
27.68%
Volatility – 3 Years
25.00%
23.40%
Beta – 1 Year
1.30
1.45
Beta – 3 Years
1.32
1.22
Sharpe Ratio – 1 Year
0.92
-0.03
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
4.85%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−27.69%
—
Recovery Period
472 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.03%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 2% · M 2% · S 86%
Number of Stocks
19
36
Portfolio P/E
28.00
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%