Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Tamohara - Q Strategy
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%
−0.46%
6 Months
30.77%
6.77%
1 Year
28.96%
7.38%
3 Years
24.68%
9.03%
5 Years
24.06%
—
Since Inception
19.53%
10.29%
Fund Age
8 yrs 8 mo
4 yrs 2 mo
AUM
₹11.41 Cr
₹9.69 Cr
Alpha – 1 Year
24.24%
7.73%
Alpha – 3 Years
12.59%
0.04%
Information Ratio – 3 Years
0.80
0.09
Volatility – 1 Year
25.13%
17.08%
Volatility – 3 Years
25.00%
16.18%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
1.32
1.08
Sharpe Ratio – 1 Year
0.92
0.20
Sharpe Ratio – 3 Years
0.80
0.33
Worst Rolling Year
4.85%
7.39%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−27.69%
−24.88%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 41% · M 53%
Number of Stocks
19
22
Portfolio P/E
28.00
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –