Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
True-Equity Factor Quant
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%
1.09%
6 Months
30.77%
3.47%
1 Year
28.96%
−3.80%
3 Years
24.68%
11.26%
5 Years
24.06%
—
Since Inception
19.53%
13.40%
Fund Age
8 yrs 8 mo
3 yrs 11 mo
AUM
₹11.41 Cr
₹143.29 Cr
Alpha – 1 Year
24.24%
−6.78%
Alpha – 3 Years
12.59%
−0.63%
Information Ratio – 3 Years
0.80
-0.10
Volatility – 1 Year
25.13%
15.14%
Volatility – 3 Years
25.00%
16.91%
Beta – 1 Year
1.30
0.83
Beta – 3 Years
1.32
0.99
Sharpe Ratio – 1 Year
0.92
-0.54
Sharpe Ratio – 3 Years
0.80
0.40
Worst Rolling Year
4.85%
11.18%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−27.69%
−27.14%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
—
Number of Stocks
19
50
Portfolio P/E
28.00
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
—
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%