Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs Wealth Managers - Focused Leadership Portfolio
Asit C Mehta - Ace Ten Trillion Opportunities
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
30.77%
13.10%
1 Year
28.96%
18.11%
3 Years
24.68%
14.56%
5 Years
24.06%
8.71%
Since Inception
19.53%
13.67%
Fund Age
8 yrs 8 mo
11 yrs 2 mo
AUM
₹11.41 Cr
₹138.06 Cr
Alpha – 1 Year
24.24%
18.46%
Alpha – 3 Years
12.59%
5.57%
Information Ratio – 3 Years
0.80
0.62
Volatility – 1 Year
25.13%
22.83%
Volatility – 3 Years
25.00%
16.72%
Beta – 1 Year
1.30
1.29
Beta – 3 Years
1.32
1.00
Sharpe Ratio – 1 Year
0.92
0.61
Sharpe Ratio – 3 Years
0.80
0.55
Worst Rolling Year
4.85%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−27.69%
−17.10%
Recovery Period
472 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
28.03%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 38% · M 14% · S 45%
Number of Stocks
19
18
Portfolio P/E
28.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%