ASIT C MEHTA Ace Multicap


Key Portfolio Attributes

Inception Date: 23 Aug 2018

Number of Stocks: 28

Fund Manager Name: Akhil Rathi

Fund Manager Qualification and Accolades: MBA Finance

Fund Manager Experience: 10+ Years

Investment Objective

Total-cap universe consists of stocks with greater than INR 1000Cr market capitalization and a minimum average daily liquidity of INR 1Cr over preceding 3 months.

Investment Strategy

A structured value investing Total-Cap strategy of 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
Portfolio-4.8%1.5%-3.6%8.1%44.7%13.6%--9.3%
Nifty 500-4.5%-1.3%-3.6%6.8%34.4%12.9%--9.9%



Portfolio Holdings


Holding %
BSE LIMITED 5.67
ZENSAR TECHNOLOGIES LTD. 5.35
TECH MAHINDRA LTD. 4.73
BIRLASOFT LTD 4.60
MPHASIS LTD. 4.58
Top 5 Equity Holdings 24.93

Sector Allocation


Holding %
Consumer Cyclical 3.00
Basic Material 7.00
Industrails 22.00
Financials 32.00
Technology 36.00

Market Cap Allocation


Allocations %
Large Cap 29.0
Mid Cap 17.7
Small Cap 49.9
Cash 3.4


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




Disclaimer

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




Related Investments

Do Not Simply Invest, Make Informed Decisions