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Asit C Mehta - ACE - Multicap
Asit C Mehta - ACE - Multicap

Asit C Mehta - ACE - Multicap

  • Asit C Mehta Investment Intermediates Ltd
  • Multi Cap AND Flexi Cap
  • 1
    Out of 138*
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Portfolio age7 years, 8 months
11.42%
-11.37%
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 31/03/2026)
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 (5.42%)
Allocation by Market Cap
Small Cap (36.62%)
Mid Cap (31.3%)
Large Cap (26.66%)
Sector Holdings
  • Financial Services35.89%
  • Automobile and Auto Components14.98%
  • Consumer Services8.74%
  • Capital Goods8.1%
  • Construction Materials5.88%
Stock Holdings
  • Piramal Finance Limited10.19%
  • ICICI Bank Ltd.7.14%
  • Ambuja Cements Ltd.5.88%
  • Reliance Industries Ltd5.73%
  • Astral Limited5.61%

bt_logoPORTFOLIO MANAGERS

CA. Prathmesh Agrawal
  • Manager Rank5 Out of 179
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.19%
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
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Compare
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹10.40 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
12 Out of 38
Fixed Fee
2.50%
Scheme Return
-6.47%
Benchmark Return
-6.2%
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
10 Out of 57
Fixed Fee
2.50%
Scheme Return
-9.05%
Benchmark Return
-11.37%
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
60 Out of 269
Fixed Fee
2.50%
Scheme Return
-9.09%
Benchmark Return
-11.37%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹105.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
71 Out of 269
Fixed Fee
2.50%
Scheme Return
-9.44%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
116.50
(As on Apr, 2026)
Inception Date
Aug 23, 2018
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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

Flexicap and high-conviction portfolio of 15–25 stocks with Focus on sectoral leaders and rising challengers.Large caps bring leadership and stability, while mid and small caps fuel accelerated growth

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹116.50 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
160 Out of 270
Fixed Fee
2.50%
Scheme Return
11.42%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*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 129.84 crores. Its current offering of PMS schemes includes 1 Multi Asset, 1 Small And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

129.84 (As on Mar, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹10.40 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
12 Out of 38
Fixed Fee
2.50%
Scheme Return
-6.47%
Benchmark Return
-6.2%
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
10 Out of 57
Fixed Fee
2.50%
Scheme Return
-9.05%
Benchmark Return
-11.37%
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
60 Out of 269
Fixed Fee
2.50%
Scheme Return
-9.09%
Benchmark Return
-11.37%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹105.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
71 Out of 269
Fixed Fee
2.50%
Scheme Return
-9.44%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Asit C Mehta - ACE - Multicap?
The hurdle rate of Asit C Mehta - ACE - Multicap is 8.00%.
What is the fixed fee charged in Asit C Mehta - ACE - Multicap ?
The fixed fee charged in Asit C Mehta - ACE - Multicap is 2.50%.
What is the variable fee charged in Asit C Mehta - ACE - Multicap ?
The variable fee charged in Asit C Mehta - ACE - Multicap is 1.50%.
What is the profit sharing in Asit C Mehta - ACE - Multicap ?
The profit sharing in Asit C Mehta - ACE - Multicap is 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Asit C Mehta - ACE - Multicap ?
The minimum investment in Asit C Mehta - ACE - Multicap is ₹50 Lacs
What type of scheme is Asit C Mehta - ACE - Multicap?
Asit C Mehta - ACE - Multicap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Asit C Mehta - ACE - Multicap?
The inception date of Asit C Mehta - ACE - Multicap is Aug 23, 2018.
What is the exit load of Asit C Mehta - ACE - Multicap?
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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