Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
30.77%
24.02%
1 Year
28.96%
36.06%
3 Years
24.68%
24.43%
5 Years
24.06%
16.10%
Since Inception
19.53%
15.98%
Fund Age
8 yrs 8 mo
14 yrs 10 mo
AUM
₹11.41 Cr
₹214.08 Cr
Alpha – 1 Year
24.24%
31.34%
Alpha – 3 Years
12.59%
12.34%
Information Ratio – 3 Years
0.80
1.07
Volatility – 1 Year
25.13%
26.85%
Volatility – 3 Years
25.00%
19.70%
Beta – 1 Year
1.30
1.34
Beta – 3 Years
1.32
1.03
Sharpe Ratio – 1 Year
0.92
1.08
Sharpe Ratio – 3 Years
0.80
0.96
Worst Rolling Year
4.85%
-9.81%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−27.69%
−18.65%
Recovery Period
472 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
28.03%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 40% · M 33% · S 24%
Number of Stocks
19
31
Portfolio P/E
28.00
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%