Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
30.77%
5.42%
1 Year
28.96%
9.64%
3 Years
24.68%
10.36%
5 Years
24.06%
7.75%
Since Inception
19.53%
11.08%
Fund Age
8 yrs 8 mo
9 yrs 11 mo
AUM
₹11.41 Cr
₹66.05 Cr
Alpha – 1 Year
24.24%
9.99%
Alpha – 3 Years
12.59%
1.36%
Information Ratio – 3 Years
0.80
0.51
Volatility – 1 Year
25.13%
17.05%
Volatility – 3 Years
25.00%
14.23%
Beta – 1 Year
1.30
1.05
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
0.31
Sharpe Ratio – 3 Years
0.80
0.40
Worst Rolling Year
4.85%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−27.69%
−17.08%
Recovery Period
472 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
28.03%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 84% · M 12%
Number of Stocks
19
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—