Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
30.77%
6.39%
1 Year
28.96%
0.37%
3 Years
24.68%
11.18%
5 Years
24.06%
—
Since Inception
19.53%
4.21%
Fund Age
8 yrs 8 mo
4 yrs 6 mo
AUM
₹11.41 Cr
₹59.82 Cr
Alpha – 1 Year
24.24%
−2.61%
Alpha – 3 Years
12.59%
−0.71%
Information Ratio – 3 Years
0.80
0.13
Volatility – 1 Year
25.13%
22.91%
Volatility – 3 Years
25.00%
17.96%
Beta – 1 Year
1.30
1.09
Beta – 3 Years
1.32
1.01
Sharpe Ratio – 1 Year
0.92
-0.11
Sharpe Ratio – 3 Years
0.80
0.38
Worst Rolling Year
4.85%
3.87%
Value at Worst Rolling Year
₹1.05 Cr
₹1.04 Cr
Deepest Drawdown
−27.69%
−25.26%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 40% · M 26% · S 33%
Number of Stocks
19
35
Portfolio P/E
28.00
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%