ASIT C MEHTA Ace 15


Key Portfolio Attributes

Inception Date: 31 Dec 2017

Number of Stocks: 21

Fund Manager Name: Akhil Rathi

Fund Manager Qualification and Accolades: MBA Finance

Fund Manager Experience: 10+ Years

Investment Objective

Large-Cap universe consists of largest 100 stocks as per the market capitalization and a minimum average daily liquidity.

Investment Strategy

A structured value investing Large-Cap strategy of 15-20 equal-weighted, most undervalued, high-quality stocks in risk-mitigated & alpha-generating Scientific Investing framework.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions