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