PMS · Equity · Mid Cap
Asit C Mehta - Ace Ten Trillion Opportunities
Fund size₹11 Cr
Alpha (3Y)10.28%
3Y return24.68%
Fund age8 yrs 8 mo
Fund Manager
Growth of₹Cr
Asit C Mehta Ace Ten Trillion Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Asit C Mehta Ace Ten Trillion Opportunities | 24.94% | 28.96% | 6.64% | 24.68% | 24.06% | 19.53% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.90% | 12.21% |
| Excess over benchmark | 25.96% | 24.24% | 6.75% | 12.59% | 13.16% | 7.32% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
25.00%
Benchmark approx 14.67%
A standard deviation reflecting historical swings.
Sensitivity
1.32
Beta vs benchmark 1.00 · 32% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.80
Sharpe
Excess return gained per unit of volatility.
Capture ratio
163 / 129
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −27.69% from its 15 Jul 2024 peak to a 03 Mar 2025 trough, and recovered on 18 Jun 2026 after 472 days.
Max drawdowns
−27.69%
Recovery period
472 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Jul 2024 | 03 Mar 2025 | −27.69% | 231 days | 18 Jun 2026 | 472 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak15 Jul 2024
Trough03 Mar 2025
Depth−27.69%
Fell over231 days
Recovered18 Jun 2026
Recovery took472 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
19
P/E ratio
28.00
P/B ratio
2.76
Dividend yield
0.67%
Avg market cap
₹17,597 Cr
Median market cap
₹10,740 Cr
Asset class
Equity
Market cap
Large cap
Mid cap10.02%
Small cap86.40%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 12.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, nil after 2 years. Lock-in: Nil.
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