Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Asit C Mehta - Ace Ten Trillion Opportunities
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
30.77%
−1.47%
1 Year
28.96%
6.66%
3 Years
24.68%
11.29%
5 Years
24.06%
13.68%
Since Inception
19.53%
15.03%
Fund Age
8 yrs 8 mo
5 yrs 7 mo
AUM
₹11.41 Cr
₹138.83 Cr
Alpha – 1 Year
24.24%
7.01%
Alpha – 3 Years
12.59%
2.30%
Information Ratio – 3 Years
0.80
0.23
Volatility – 1 Year
25.13%
16.50%
Volatility – 3 Years
25.00%
16.10%
Beta – 1 Year
1.30
0.93
Beta – 3 Years
1.32
0.99
Sharpe Ratio – 1 Year
0.92
0.15
Sharpe Ratio – 3 Years
0.80
0.41
Worst Rolling Year
4.85%
11.25%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−27.69%
−21.42%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
18
Portfolio P/E
28.00
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%