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 Large 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.

Asit C Mehta - ACE - 15

Asit C Mehta Investment Intermediates Ltd
Large Cap

3
Out of 23*
Compare
Share

Portfolio age8 years, 6 months

-0.82%

-0.17%

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

TRAILING PERFORMANCE

(As on 31/05/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (7.1%)

Allocation by Market Cap

Small Cap (21.44%)

Mid Cap (4.68%)

Large Cap (66.78%)

Sector Holdings

Consumer Services20.38%
Financial Services17.56%
Capital Goods8.52%
Telecommunication6.96%
Oil, Gas & Consumable Fuels6.5%

Stock Holdings

Cash & Cash Equivalents7.1%
Bharti Airtel Ltd.6.96%
Reliance Industries Ltd6.5%
Ambuja Cements Ltd.6.42%
Havells India Limited5.99%

PORTFOLIO MANAGERS

CA. Prathmesh Agrawal

Manager Rank3 Out of 26
i
Rank is based on 3-year return
Schemes Managed4
Total AUM140.87
Highest Return In 1 Yr6.8%

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

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Asit C Mehta - ACE - Midcap

AUM (₹ Cr)

₹10.41 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

22 Out of 59

Fixed Fee

2.50%

Scheme Return

2.93%

Benchmark Return

-0.17%

Asit C Mehta - ACE - Regular Income

AUM (₹ Cr)

₹12.31 Cr

Hurdle Rate

8.00%

Benchmark

NSE Multi Asset Index 2

Category

Multi Asset

Category Rank

39 Out of 44

Fixed Fee

2.50%

Scheme Return

0.01%

Benchmark Return

-0.36%

Asit C Mehta - ACE - Multicap

AUM (₹ Cr)

₹113.85 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

248 Out of 285

Fixed Fee

2.50%

Scheme Return

-0.79%

Benchmark Return

-0.17%

Asit C Mehta - ACE - 15

AUM (₹ Cr)

₹4.30 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Large Cap

Category Rank

19 Out of 30

Fixed Fee

2.50%

Scheme Return

-0.82%

Benchmark Return

-0.17%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

4.30

(As on May, 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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.