ASIT C MEHTA Ace Challengers


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
Asit C Mehta Ace Midcap-2.46%26.81%38.05%95.68%46.92%38.38%29.12%-21.49%
BSE Midcap1.32%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

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 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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