ASIT C MEHTA Ace Midcap


Key Attributes

Inception Date: 31 Dec 2017

Number of Stocks: 25

Fund Manager Name: Akhil Rathi

Fund Manager Qualification and Accolades: MBA Finance

Fund Manager Experience: 10+ Years

Investment Objective

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.

Investment Strategy

A structured value investing Mid-Cap strategy of 20-25 equal-weighted, most undervalued, high-quality stocks 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
Portfolio5.4%0.0%-0.8%27.6%35.0%19.6%--11.9%
Nifty 5001.6%1.0%-3.4%20.2%42.6%17.9%--7.5%



Portfolio Holdings


Holding %
MINDTREE 6.86
MPHASIS 6.59
LTTS 6.32
NIITTECH 6.26
CRISIL 5.82
Top 5 Equity Holdings 31.84

Sector Allocation


Holding %
Healthcare 9.00
Utilities 13.00
Financials 19.00
Industrails 24.00
Technology 26.00

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 87.5
Small Cap 9.5
Cash 3.0

Disclaimer

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



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