The investment objective of Asit C Mehta’s ACE Multicap PMS is to generate high-risk adjusted long-term returns by investing in equity shares of companies across large, mid, and small caps with higher margins of safety.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
1.95% | 0.68 | 18.27% | 60.24% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Asit C Mehta Ace Multicap | 1.43% | -2.91% | 10.76% | -5.32% | 23.48% | 36.96% | 31.75% | - | 19.80% |
NIFTY 50 TRI | 1.20% | 3.20% | 7.20% | -5.50% | 15.50% | 16.14% | 20.67% | - | 13.69% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Asit C Mehta Ace Multicap | Multi Cap | Deepak Makwana | 23 August 2018 | 7Y 1M | 141 | NIFTY 50 TRI | 19.80% | 21 | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 6.77% | -14.31% | 60.24% | -7.54% | 1.08 | 18.27% | -0.17 | 9.46% | 0.67 | 53.01 % |
Nifty 500 | 6.79% | -10.71% | -3.92% | 1.00 | 8.40% | 0.67 | 54.22 % | |||
Nifty Midcap 100 | 2.36% | -6.57% | -4.21% | 0.85 | 4.48% | 0.38 | 53.01 % | |||
Nifty Smallcap 100 | 4.57% | -2.62% | 1.95% | 0.68 | 8.99% | 0.68 | 51.81 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Financial Services | 29.76 |
Industrials | 17.97 |
Healthcare | 11.02 |
Basic Materials | 10.96 |
Technology | 10.29 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 31.52 |
Mid Cap | 25.44 |
Small Cap | 43.04 |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 25.