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 | -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 |
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Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
