Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Tamohara - TRUFFLE
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%
8.72%
6 Months
30.77%
28.59%
1 Year
28.96%
28.02%
3 Years
24.68%
18.67%
5 Years
24.06%
17.18%
Since Inception
19.53%
20.03%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹11.41 Cr
₹221.27 Cr
Alpha – 1 Year
24.24%
28.37%
Alpha – 3 Years
12.59%
9.68%
Information Ratio – 3 Years
0.80
0.87
Volatility – 1 Year
25.13%
22.32%
Volatility – 3 Years
25.00%
17.88%
Beta – 1 Year
1.30
1.03
Beta – 3 Years
1.32
0.95
Sharpe Ratio – 1 Year
0.92
0.99
Sharpe Ratio – 3 Years
0.80
0.81
Worst Rolling Year
4.85%
13.69%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−27.69%
−20.50%
Recovery Period
472 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 19% · M 4% · S 74%
Number of Stocks
19
29
Portfolio P/E
28.00
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –