The strategy allocates to Broad market equity and debt securities 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 Payout | 6.8% | 5.4% | 11.6% | 11.3% | 14.1% | 24.6% | 10.0% | ||
HYBRID INDEX | 3.5% | 2.2% | 0.7% | 3.6% | 9.5% | 18.6% | 10.7% |
Portfolio Holdings
Holding | % |
---|---|
BHARAT BOND ETF APRIL 2023 | 11.75 |
BHARAT BOND ETF APRIL 2025 | 7.85 |
NIPPON INDIA ETF LIQUID BEES | 4.90 |
BSE LIMITED | 3.06 |
PTC INDIA LTD. | 3.04 |
Top 5 Equity Holdings | 30.59 |
Sector Allocation
Holding | % |
---|---|
Consumer Cyclical | 3.00 |
Basic Materials | 6.00 |
Industries | 20.00 |
Technology | 27.00 |
Financials | 28.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 21.6 |
Mid Cap | 10.6 |
Small Cap | 47.2 |
Cash | 1.8 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.