Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−3.00%
6 Months
30.77%
11.07%
1 Year
28.96%
9.25%
3 Years
24.68%
3.01%
5 Years
24.06%
—
Since Inception
19.53%
10.50%
Fund Age
8 yrs 8 mo
4 yrs 2 mo
AUM
₹11.41 Cr
₹74.56 Cr
Alpha – 1 Year
24.24%
6.27%
Alpha – 3 Years
12.59%
−8.88%
Information Ratio – 3 Years
0.80
-0.48
Volatility – 1 Year
25.13%
15.51%
Volatility – 3 Years
25.00%
18.23%
Beta – 1 Year
1.30
0.71
Beta – 3 Years
1.32
0.88
Sharpe Ratio – 1 Year
0.92
0.29
Sharpe Ratio – 3 Years
0.80
-0.05
Worst Rolling Year
4.85%
3.02%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−27.69%
−41.63%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
9.99%
5-Year Rolling Windows Positive
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%
—
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%