The investment objective of Asit C Mehta’s ACE Multicap PMS is to generate high-risk adjusted long-term returns by investing in equity shares of companies across large, mid, and small caps with higher margins of safety.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 7.54% | 0.67 | 15.35% | 57.61% |
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 Investment Intermediates Ltd ACE Multicap | -9.40% | -14.00% | -7.90% | 2.00% | 1.90% | 28.40% | 23.60% | - | 17.10% |
| S&P BSE 500 TRI | -11.40% | -13.90% | -9.60% | -3.10% | 1.30% | 12.90% | 11.80% | - | 11.30% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Asit C Mehta Investment Intermediates Ltd ACE Multicap | Multi Cap & Flexi Cap | Mr. CA. Prathmesh Agrawal | 23 August 2018 | 7Y 8M | 105.7 | S&P BSE 500 TRI | 17.10% | 19 | 12 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.80% | 6.24% | 57.61% | 7.04% | 0.93 | 15.35% | -0.11 | 8.07% | 0.59 | 54.35 % |
| Nifty 500 | -0.10% | 5.9% | 5.80% | 0.91 | 7.03% | 0.59 | 54.35 % | |||
| Nifty Midcap 100 | -7.10% | 5.24% | -1.86% | 0.88 | 3.03% | 0.27 | 53.26 % | |||
| Nifty Smallcap 100 | 2.38% | 5.16% | 7.54% | 0.67 | 7.55% | 0.58 | 51.09 % | |||
| BSE 500 | 0.25% | 5.9% | 6.15% | 0.92 | 7.20% | 0.61 | 54.35 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| PIRAMAL FINANCE LTD | 10.19 |
| ICICI BANK LTD | 7.14 |
| AMBUJA CEMENTS LTD | 5.88 |
| RELIANCE INDUSTRIES LTD | 5.73 |
| ASTRAL LTD | 5.61 |
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 35.90 |
| Industrials | 17.97 |
| Healthcare | 11.02 |
| Basic Materials | 10.96 |
| Technology | 10.29 |
| Financial Services | 35.49 |
| Auto & Auto Ancillary | 14.98 |
| Oil & Gas | 8.14 |
| Consumer Services | 8.74 |
| Construction Materials | 8.37 |
| Oil Gas & Consumable Fuels | 5.73 |
| Capital Goods | 5.61 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 22.60 |
| Mid Cap | 29.80 |
| Small Cap | 42.10 |
| Cash | 5.40 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
