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 Challengers | -6.76% | 2.23% | 27.72% | 34.79% | 18.84% | 30.26% | 19.47% | - | 15.46% |
BSE Midcap | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.29% | 14.27% | - | 12.09% |
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 | 4.70 |
Mid Cap | 61.50 |
Small Cap | 33.80 |
Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.