Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Solidarity Advisors - Prudence
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%
8.45%
6 Months
30.77%
29.49%
1 Year
28.96%
37.09%
3 Years
24.68%
18.49%
5 Years
24.06%
12.39%
Since Inception
19.53%
18.64%
Fund Age
8 yrs 8 mo
10 yrs 3 mo
AUM
₹11.41 Cr
₹1,760.35 Cr
Alpha – 1 Year
24.24%
32.37%
Alpha – 3 Years
12.59%
6.40%
Information Ratio – 3 Years
0.80
0.52
Volatility – 1 Year
25.13%
25.02%
Volatility – 3 Years
25.00%
18.27%
Beta – 1 Year
1.30
1.22
Beta – 3 Years
1.32
0.89
Sharpe Ratio – 1 Year
0.92
1.18
Sharpe Ratio – 3 Years
0.80
0.74
Worst Rolling Year
4.85%
-0.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−27.69%
−13.15%
Recovery Period
472 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
28.03%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 11% · S 71%
Number of Stocks
19
13
Portfolio P/E
28.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%