ASIT C MEHTA Ace Prime Equity


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
Asit C Mehta Ace Prime Equity8.9%6.0%15.3%18.4%21.6%36.8%--12.5%
Nifty 5004.5%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

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 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions