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 Multicap | -1.13% | 30.36% | 50.11% | 112.01% | 55.89% | 41.84% | 29.78% | - | 24.42% |
Nifty 500 | 1.32% | 9.58% | 14.05% | 28.49% | 15.75% | 16.16% | 16.66% | - | 13.60% |
Portfolio Holdings
Holding | % |
---|---|
INDIAN RAILWAY FINANCE CORPORATION LIMITED | 4.70 |
REC LIMITED | 4.20 |
IRCON INTERNATIONAL LTD | 3.60 |
PTC INDIA FINANCIAL SERVICES LIMITED | 3.60 |
RAILTEL CORPORATION OF INDIA LIMITED | 3.50 |
Top 5 Equity Holdings | 19.60 |
Sector Allocation
Holding | % |
---|---|
Financials | 49.50 |
Technology | 21.00 |
Industrials | 17.60 |
Consumer Cyclical | 5.10 |
Communication Services | 3.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 51.00 |
Mid Cap | 14.00 |
Small Cap | 34.40 |
Cash | 0.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.