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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
  • 9
    Out of 26*
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Portfolio age7 years, 11 months
5.43%
4.27%
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 31/10/2025)
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 (76.1%)
Mid Cap (12.98%)
Large Cap (0%)
Sector Holdings
  • Financial Services24.1%
  • Fast Moving Consumer Goods17.31%
  • Automobile and Auto Components13.85%
  • Consumer Services13.35%
  • Healthcare6.12%
Stock Holdings
  • Ather Energy Limited9.1%
  • PNB Housing Finance Limited9.09%
  • Arvind Fashions Limited7.92%
  • Aditya Birla Capital Ltd7.63%
  • IIFL Finance Limited7.37%

bt_logoPORTFOLIO MANAGERS

CA. Prathmesh Agrawal
  • Manager Rank3 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.42%
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
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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
7 Out of 53
Fixed Fee
2.50%
Scheme Return
5.43%
Benchmark Return
4.27%
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
91 Out of 251
Fixed Fee
2.50%
Scheme Return
4.18%
Benchmark Return
4.27%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹142.07 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
139 Out of 251
Fixed Fee
2.50%
Scheme Return
3.48%
Benchmark Return
4.27%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹17.97 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
12 Out of 25
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
2.58%
*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 Oct, 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
7 Out of 53
Fixed Fee
2.50%
Scheme Return
5.43%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
*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 180.02 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 2 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

180.02 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
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
7 Out of 53
Fixed Fee
2.50%
Scheme Return
5.43%
Benchmark Return
4.27%
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
91 Out of 251
Fixed Fee
2.50%
Scheme Return
4.18%
Benchmark Return
4.27%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹142.07 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
139 Out of 251
Fixed Fee
2.50%
Scheme Return
3.48%
Benchmark Return
4.27%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹17.97 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
12 Out of 25
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
2.58%
*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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