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Asit C Mehta - ACE - Midcap
Asit C Mehta - ACE - Midcap

Asit C Mehta - ACE - Midcap

  • Asit C Mehta Investment Intermediates Ltd
  • Small AND Mid Cap
  • 10
    Out of 28*
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Portfolio age8 years
-4.35%
0.96%
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 31/12/2025)
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%)
Allocation by Market Cap
Small Cap (77.84%)
Mid Cap (15.4%)
Large Cap (0%)
Sector Holdings
  • Financial Services36.69%
  • Automobile and Auto Components13.52%
  • Consumer Services12.67%
  • Fast Moving Consumer Goods11.53%
  • Healthcare5.86%
Stock Holdings
  • Ather Energy Limited9.13%
  • PNB Housing Finance Limited8.58%
  • Aditya Birla Capital Ltd8.16%
  • IIFL Finance Limited7.72%
  • Arvind Fashions Limited7.68%

bt_logoPORTFOLIO MANAGERS

CA. Prathmesh Agrawal
  • Manager Rank7 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.35%
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 - Multicap
AUM (₹ Cr)
₹141.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
79 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹14.55 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
26 Out of 26
Fixed Fee
2.50%
Scheme Return
-1.08%
Benchmark Return
0.76%
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
191 Out of 256
Fixed Fee
2.50%
Scheme Return
-2.06%
Benchmark Return
0.96%
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
50 Out of 53
Fixed Fee
2.50%
Scheme Return
-4.35%
Benchmark Return
0.96%
*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 Dec, 2025)
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

Targeted investments in scalable, under-researched companies in Bharat journey of 10Tn

Investment Approach

Concentrated portfolio of 15–25 high growth mid-small cap comapanies with a clear focus on Growth, Execution Visibility, Management Quality, and Industry Tailwinds

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
51 Out of 54
Fixed Fee
2.50%
Scheme Return
-4.35%
Benchmark Return
0.96%
Avenue Fund
AUM (₹ Cr)
₹140.15 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 54
Fixed Fee
2.00%
Scheme Return
3.17%
Benchmark Return
0.96%
Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 54
Fixed Fee
No Option
Scheme Return
3.09%
Benchmark Return
1.92%
QED Capital - Alphabets
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 54
Fixed Fee
1.00%
Scheme Return
1.74%
Benchmark Return
0.96%
Green Lantern - Growth Fund
AUM (₹ Cr)
₹1,274.09 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 54
Fixed Fee
No Option
Scheme Return
1.61%
Benchmark Return
0.96%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 54
Fixed Fee
2.50%
Scheme Return
1.54%
Benchmark Return
1.92%
*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 173.53 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Multi Asset and 1 Small And Mid Cap schemes.

AUM (₹ cr)

173.53 (As on Dec, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹141.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
79 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹14.55 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
26 Out of 26
Fixed Fee
2.50%
Scheme Return
-1.08%
Benchmark Return
0.76%
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
191 Out of 256
Fixed Fee
2.50%
Scheme Return
-2.06%
Benchmark Return
0.96%
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
50 Out of 53
Fixed Fee
2.50%
Scheme Return
-4.35%
Benchmark Return
0.96%
*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 - Midcap?
The hurdle rate of Asit C Mehta - ACE - Midcap is 8.00%.
What is the fixed fee charged in Asit C Mehta - ACE - Midcap ?
The fixed fee charged in Asit C Mehta - ACE - Midcap is 2.50%.
What is the variable fee charged in Asit C Mehta - ACE - Midcap ?
The variable fee charged in Asit C Mehta - ACE - Midcap is 1.50%.
What is the profit sharing in Asit C Mehta - ACE - Midcap ?
The profit sharing in Asit C Mehta - ACE - Midcap is 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Asit C Mehta - ACE - Midcap ?
The minimum investment in Asit C Mehta - ACE - Midcap is ₹50 Lacs
What type of scheme is Asit C Mehta - ACE - Midcap?
Asit C Mehta - ACE - Midcap is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Asit C Mehta - ACE - Midcap?
The inception date of Asit C Mehta - ACE - Midcap is Dec 29, 2017.
What is the exit load of Asit C Mehta - ACE - Midcap?
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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