Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
White Oak India Select 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%
4.84%
6 Months
30.77%
7.61%
1 Year
28.96%
−0.76%
3 Years
24.68%
11.28%
5 Years
24.06%
9.58%
Since Inception
19.53%
11.67%
Fund Age
8 yrs 8 mo
7 yrs 11 mo
AUM
₹11.41 Cr
₹12.5 Cr
Alpha – 1 Year
24.24%
−3.74%
Alpha – 3 Years
12.59%
−0.61%
Information Ratio – 3 Years
0.80
-0.06
Volatility – 1 Year
25.13%
20.02%
Volatility – 3 Years
25.00%
16.21%
Beta – 1 Year
1.30
1.05
Beta – 3 Years
1.32
0.91
Sharpe Ratio – 1 Year
0.92
-0.22
Sharpe Ratio – 3 Years
0.80
0.41
Worst Rolling Year
4.85%
8.66%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−27.69%
−24.66%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 10% · S 86%
L 36% · M 30% · S 35%
Number of Stocks
19
15
Portfolio P/E
28.00
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%