Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
−0.96%
6 Months
30.77%
−5.85%
1 Year
28.96%
1.08%
3 Years
24.68%
1.92%
5 Years
24.06%
1.54%
Since Inception
19.53%
4.73%
Fund Age
8 yrs 8 mo
9 yrs 11 mo
AUM
₹11.41 Cr
₹4.85 Cr
Alpha – 1 Year
24.24%
−8.50%
Alpha – 3 Years
12.59%
−7.97%
Information Ratio – 3 Years
0.80
—
Volatility – 1 Year
25.13%
9.90%
Volatility – 3 Years
25.00%
26.17%
Beta – 1 Year
1.30
—
Beta – 3 Years
1.32
—
Sharpe Ratio – 1 Year
0.92
-0.53
Sharpe Ratio – 3 Years
0.80
0.01
Worst Rolling Year
4.85%
2.80%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−27.69%
−28.72%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
12.18%
5-Year Rolling Windows Positive
100.00%
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%