ASIT C MEHTA Ace Allocator

    Structured value investing strategic asset allocation stratergy

    Key Attributes

    Inception Date: 3 Jan 2018

    Number of Stocks: 33

    Fund Manager Name: Akhil Rathi

    Fund Manager Qualification and Accolades: MBA Finance

    Fund Manager Experience: 10+ Years

    Investment Objective

    The strategy allocates to Broad market equity and debt securities in risk-mitigated & alpha generating Scientific Investing framework.

    Investment Strategy

    A structured value investing strategic asset allocation strategy that allocated to Broad market equity, fixed income, and cash based on the relative valuation in risk-mitigated & alpha-generating Scientific Investing framework.

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