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 Equity-3.27%9.31%33.14%52.72%25.08%36.17%20.53%-17.51%
Nifty 500-2.74%-3.09%6.52%7.01%5.15%19.29%14.27%-11.39%

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 32.20
Mid Cap 23.50
Small Cap 44.30
Cash 0.00

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 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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