ASIT C MEHTA Ace Midcap


Key Portfolio 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





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions