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.
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 Prime Equity | 8.9% | 6.0% | 15.3% | 18.4% | 21.6% | 36.8% | - | - | 12.5% |
| Nifty 500 | 4.5% | 2.5% | -0.1% | 3.0% | 10.9% | 23.8% | - | - | 9.7% |
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 | 28.6 |
| Mid Cap | 13.5 |
| Small Cap | 57.2 |
| Cash | 0.7 |
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Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
