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
Portfolio-1.2%2.7%5.5%10.3%31.4%10.6%--8.3%
Nifty 500-3.9%-0.9%-2.5%6.7%32.0%11.9%--10.1%



Portfolio Holdings


Holding %
TECH MAHINDRA LTD. 6.21
LARSEN & TOUBRO INFOTECH LTD 6.11
AMBUJA CEMENTS LTD. 5.89
WIPRO LTD. 5.69
HCL TECHNOLOGIES LTD. 5.60
Top 5 Equity Holdings 29.51

Sector Allocation


Holding %
Basic Material 10.00
Industrails 10.00
Financials 14.00
Utilities 14.00
Technology 35.00

Market Cap Allocation


Allocations %
Large Cap 88.9
Mid Cap 4.2
Small Cap 5.5
Cash 1.4


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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions