Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
2.31%
6 Months
30.77%
2.53%
1 Year
28.96%
6.47%
3 Years
24.68%
7.48%
5 Years
24.06%
—
Since Inception
19.53%
8.12%
Fund Age
8 yrs 8 mo
3 yrs 3 mo
AUM
₹11.41 Cr
₹32.76 Cr
Alpha – 1 Year
24.24%
−0.39%
Alpha – 3 Years
12.59%
−3.56%
Information Ratio – 3 Years
0.80
-0.35
Volatility – 1 Year
25.13%
5.60%
Volatility – 3 Years
25.00%
5.15%
Beta – 1 Year
1.30
0.43
Beta – 3 Years
1.32
0.49
Sharpe Ratio – 1 Year
0.92
0.22
Sharpe Ratio – 3 Years
0.80
0.41
Worst Rolling Year
4.85%
6.82%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−27.69%
−8.35%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
7.67%
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
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%