Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
SMC Global - Growth
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%
5.80%
6 Months
30.77%
20.03%
1 Year
28.96%
17.27%
3 Years
24.68%
12.81%
5 Years
24.06%
11.98%
Since Inception
19.53%
14.70%
Fund Age
8 yrs 8 mo
6 yrs 10 mo
AUM
₹11.41 Cr
₹201.68 Cr
Alpha – 1 Year
24.24%
12.55%
Alpha – 3 Years
12.59%
0.73%
Information Ratio – 3 Years
0.80
0.15
Volatility – 1 Year
25.13%
22.73%
Volatility – 3 Years
25.00%
20.11%
Beta – 1 Year
1.30
1.17
Beta – 3 Years
1.32
1.13
Sharpe Ratio – 1 Year
0.92
0.58
Sharpe Ratio – 3 Years
0.80
0.44
Worst Rolling Year
4.85%
7.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−27.69%
−25.65%
Recovery Period
472 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 38% · M 4% · S 49%
Number of Stocks
19
24
Portfolio P/E
28.00
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%