Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
3.29%
6 Months
30.77%
14.68%
1 Year
28.96%
11.65%
3 Years
24.68%
7.09%
5 Years
24.06%
8.41%
Since Inception
19.53%
10.45%
Fund Age
8 yrs 8 mo
10 yrs 5 mo
AUM
₹11.41 Cr
₹24.48 Cr
Alpha – 1 Year
24.24%
12.00%
Alpha – 3 Years
12.59%
−1.90%
Information Ratio – 3 Years
0.80
-0.12
Volatility – 1 Year
25.13%
20.48%
Volatility – 3 Years
25.00%
16.32%
Beta – 1 Year
1.30
1.11
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
0.36
Sharpe Ratio – 3 Years
0.80
0.15
Worst Rolling Year
4.85%
-5.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−27.69%
−24.00%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
28.03%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 41% · M 5% · S 35%
Number of Stocks
19
31
Portfolio P/E
28.00
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –