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Asit C Mehta - ACE - 15
Asit C Mehta - ACE - 15

Asit C Mehta - ACE - 15

  • Asit C Mehta Investment Intermediates Ltd
  • Multi Cap AND Flexi Cap
  • 35
    Out of 129*
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Portfolio age8 years, 2 months
1.3%
0.45%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 28/02/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.35%)
Allocation by Market Cap
Small Cap (24.45%)
Mid Cap (24.79%)
Large Cap (50.41%)
Sector Holdings
  • Financial Services31.03%
  • Consumer Services14.97%
  • Capital Goods14.75%
  • Construction Materials7.03%
  • Consumer Durables6.98%
Stock Holdings
  • Ambuja Cements Ltd.7.03%
  • Havells India Limited6.98%
  • State Bank Of India6.87%
  • Reliance Industries Ltd6.72%
  • Waaree Energies Limited6.12%

bt_logoPORTFOLIO MANAGERS

CA. Prathmesh Agrawal
  • Manager Rank42 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr23.18%
Profile

Prathmesh Agrawal is an experienced Buy-side professional with over 13 years in the Listed Indian Public Equity markets, specializing in Portfolio Strategy, Risk Management, and Investment Analysis. Prior to joining ACMIIL, Prathmesh was Vice President (Investments) at ENAM Asset Management. His earlier stints include key roles at Varanium Capital, Religare Portfolio Managers and Moody’s Analytics, where he played a crucial role in Investment Strategy and Portfolio Management. Prathmesh is a Qualified Chartered Accountant and NISM XXIB Certified Portfolio Manager. His expertise spans across multiple business functions with a strong track record in Alpha Generation and Portfolio Optimization

Other Schemes
  • table
  • Grid
Compare
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
101 Out of 263
Fixed Fee
2.50%
Scheme Return
1.3%
Benchmark Return
0.45%
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
26 Out of 58
Fixed Fee
2.50%
Scheme Return
1.03%
Benchmark Return
0.45%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹13.17 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
21 Out of 35
Fixed Fee
2.50%
Scheme Return
0.08%
Benchmark Return
0.65%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹118.17 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
191 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.48%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Feb, 2026)
Inception Date
Dec 29, 2017
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
20% Profit sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Long-term wealth creation through a research-driven, conviction-based approach with a balance of Growth, Value, and Blend investing for a well-rounded approach to stock selection.

Investment Approach

Customised bespoke Strategy of high-conviction portfolio with a focus on sectoral leaders and rising challengers.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
100 Out of 263
Fixed Fee
2.50%
Scheme Return
1.3%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Asit C Mehta Investment Intermediates Ltd
Asit C Mehta Investment Intermediates Ltd manages assets worth Rs 147.02 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Multi Asset schemes.

AUM (₹ cr)

147.02 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
101 Out of 263
Fixed Fee
2.50%
Scheme Return
1.3%
Benchmark Return
0.45%
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
26 Out of 58
Fixed Fee
2.50%
Scheme Return
1.03%
Benchmark Return
0.45%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹13.17 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
21 Out of 35
Fixed Fee
2.50%
Scheme Return
0.08%
Benchmark Return
0.65%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹118.17 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
191 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.48%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Asit C Mehta - ACE - 15?
The hurdle rate of Asit C Mehta - ACE - 15 is 8.00%.
What is the fixed fee charged in Asit C Mehta - ACE - 15 ?
The fixed fee charged in Asit C Mehta - ACE - 15 is 2.50%.
What is the variable fee charged in Asit C Mehta - ACE - 15 ?
The variable fee charged in Asit C Mehta - ACE - 15 is 1.50%.
What is the profit sharing in Asit C Mehta - ACE - 15 ?
The profit sharing in Asit C Mehta - ACE - 15 is 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Asit C Mehta - ACE - 15 ?
The minimum investment in Asit C Mehta - ACE - 15 is ₹50 Lacs
What type of scheme is Asit C Mehta - ACE - 15?
Asit C Mehta - ACE - 15 is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Asit C Mehta - ACE - 15?
The inception date of Asit C Mehta - ACE - 15 is Dec 29, 2017.
What is the exit load of Asit C Mehta - ACE - 15?
Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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