Mid-Cap universe consists of stocks with greater than 1000 Cr market capitalization (excluding Nifty 50) and a minimum average daily liquidity of INR 10 Lakhs over preceding 3 months.
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 Midcap | -2.46% | 26.81% | 38.05% | 95.68% | 46.92% | 38.38% | 29.12% | - | 21.49% |
BSE Midcap | 1.32% | 9.58% | 14.05% | 28.49% | 15.75% | 16.16% | 16.66% | - | 14.04% |
Portfolio Holdings
Holding | % |
---|---|
REC LIMITED | 5.50 |
POWER FINANCE CORPORATION LIMITED | 5.40 |
SJVN LIMITED | 4.90 |
BHARAT HEAVY ELECTRICALS LIMITED | 4.90 |
EXIDE INDUSTRIES LIMITED | 4.80 |
Top 5 Equity Holdings | 25.50 |
Sector Allocation
Holding | % |
---|---|
Financials | 33.10 |
Industrials | 18.30 |
Utilities | 17.00 |
Healthcare | 11.40 |
Technology | 8.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 28.10 |
Mid Cap | 56.20 |
Small Cap | 15.70 |
Cash | 0.00 |
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.