ASIT C MEHTA Ace Regular Income


Key Portfolio Attributes

Inception Date: 4 Oct 2018

Number of Stocks: 34

Fund Manager Name: Akhil Rathi

Fund Manager Qualification and Accolades: MBA Finance

Fund Manager Experience: 10+ Years

Investment Objective

The strategy allocates to Broad market equity and debt securities in risk-mitigated & alpha-generating Scientific Investing framework.

Investment Strategy

A structured value investing strategy that regularly pays out up to 1% of the closing value per month.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





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 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




Related Investments

Do Not Simply Invest, Make Informed Decisions