Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
10.15%
6 Months
30.77%
31.39%
1 Year
28.96%
26.01%
3 Years
24.68%
19.28%
5 Years
24.06%
23.67%
Since Inception
19.53%
28.23%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹11.41 Cr
₹483.07 Cr
Alpha – 1 Year
24.24%
21.29%
Alpha – 3 Years
12.59%
7.19%
Information Ratio – 3 Years
0.80
0.38
Volatility – 1 Year
25.13%
27.77%
Volatility – 3 Years
25.00%
26.19%
Beta – 1 Year
1.30
1.29
Beta – 3 Years
1.32
1.20
Sharpe Ratio – 1 Year
0.92
0.78
Sharpe Ratio – 3 Years
0.80
0.61
Worst Rolling Year
4.85%
19.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−27.69%
−32.66%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 12% · M 6% · S 81%
Number of Stocks
19
63
Portfolio P/E
28.00
62.66
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%
—
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%