Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Turtle Wealth - Profit Mantra
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Asit C Mehta - Ace Ten Trillion Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
7.48%
6 Months
30.77%
9.42%
1 Year
28.96%
28.25%
3 Years
24.68%
18.47%
5 Years
24.06%
21.31%
Since Inception
19.53%
21.69%
Fund Age
8 yrs 8 mo
5 yrs
AUM
₹11.41 Cr
₹79.02 Cr
Alpha – 1 Year
24.24%
23.53%
Alpha – 3 Years
12.59%
6.38%
Information Ratio – 3 Years
0.80
0.27
Volatility – 1 Year
25.13%
18.12%
Volatility – 3 Years
25.00%
27.25%
Beta – 1 Year
1.30
0.87
Beta – 3 Years
1.32
0.86
Sharpe Ratio – 1 Year
0.92
1.18
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
4.85%
15.67%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−27.69%
−30.64%
Recovery Period
472 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 10% · M 9% · S 69%
Number of Stocks
19
34
Portfolio P/E
28.00
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%