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





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.




Related Investments

Do Not Simply Invest, Make Informed Decisions