ASIT C MEHTA Ace Allocator


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.




Performance Table #


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




Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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