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 Regular Income | -0.15% | 22.60% | 37.27% | 87.72% | 42.40% | 31.08% | 21.93% | 19.95% | |
HYBRID INDEX | 1.29% | 7.86% | 12.08% | 23.85% | 12.64% | 13.07% | 13.54% | 12.98% |
Portfolio Holdings
Holding | % |
---|---|
BHARAT BOND ETF - APRIL 2033 | 7.40 |
NIPPON 8-13 YR G-SEC LT GLT | 3.50 |
MOTILAL OSWAL NASDAQ 100 ETF | 3.10 |
LIC MF NIFTY 8-13 YR G-SEC ETF | 2.90 |
INDIAN RAILWAY FINANCE CORPORATION LIMITED | 2.80 |
Top 5 Equity Holdings | 19.60 |
Sector Allocation
Holding | % |
---|---|
Financials | 35.50 |
ETF | 27.30 |
Technology | 15.70 |
Industrials | 12.60 |
Consumer Cyclical | 3.90 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 34.30 |
Mid Cap | 9.70 |
Small Cap | 23.60 |
Cash | 3.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.