Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
30.77%
7.38%
1 Year
28.96%
6.08%
3 Years
24.68%
8.22%
5 Years
24.06%
7.99%
Since Inception
19.53%
12.63%
Fund Age
8 yrs 8 mo
9 yrs 9 mo
AUM
₹11.41 Cr
₹145.75 Cr
Alpha – 1 Year
24.24%
1.36%
Alpha – 3 Years
12.59%
−3.87%
Information Ratio – 3 Years
0.80
-0.60
Volatility – 1 Year
25.13%
20.08%
Volatility – 3 Years
25.00%
16.27%
Beta – 1 Year
1.30
1.12
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
0.13
Sharpe Ratio – 3 Years
0.80
0.24
Worst Rolling Year
4.85%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−27.69%
−19.25%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
28.03%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 62% · M 20% · S 7%
Number of Stocks
19
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%