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Asit C Mehta - ACE - Regular Income
Asit C Mehta - ACE - Regular Income

Asit C Mehta - ACE - Regular Income

  • Asit C Mehta Investment Intermediates Ltd
  • Multi Asset
  • 1
    Out of 8*
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Portfolio age7 years, 5 months
0.08%
0.65%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment₹1 Cr
*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 (7.43%)
Allocation by Market Cap
Small Cap (31.22%)
Mid Cap (18.67%)
Large Cap (14.41%)
Sector Holdings
  • Financial Services20.5%
  • Automobile and Auto Components9.28%
  • Consumer Services5.59%
  • Oil, Gas & Consumable Fuels5.33%
  • Healthcare4.3%
Stock Holdings
  • Cash & Cash Equivalents7.43%
  • Piramal Finance Limited.5.93%
  • Reliance Industries Ltd5.33%
  • Piramal Pharma Ltd4.3%
  • Astral Limited4.21%

bt_logoPORTFOLIO MANAGERS

CA. Prathmesh Agrawal
  • Manager Rank2 Out of 17
    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
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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)
13.17
(As on Feb, 2026)
Inception Date
Oct 04, 2018
Min. Investment
₹1 Cr
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

For investors who want Capital Appreciation with Monhtly Income suited for retirement planning, passive income goals, and family trusts

Investment Approach

Blended allocation across equity, fixed income, and alternatives with monthly payouts of 0.5% NAV (indicative), combining dividends, gains, and principal. GARP-based stock selection to balance Growth & Value style of Investing.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹13.17 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
21 Out of 35
Fixed Fee
2.50%
Scheme Return
0.08%
Benchmark Return
0.65%
Quantative Alpha Fund
AUM (₹ Cr)
₹24.70 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 35
Fixed Fee
1.50%
Scheme Return
5.23%
Benchmark Return
1.95%
PlusWealth Fusion
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 35
Fixed Fee
2.00%
Scheme Return
4.77%
Benchmark Return
0.65%
Purnartha One Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 35
Fixed Fee
1.75%
Scheme Return
1.75%
Benchmark Return
0.65%
FACTORINCOME PMS
AUM (₹ Cr)
₹12.19 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
4 Out of 35
Fixed Fee
2.00%
Scheme Return
1.67%
Benchmark Return
0.65%
Shree Rama Managers - Shree Dynamic Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 35
Fixed Fee
1.50%
Scheme Return
1.51%
Benchmark Return
0.65%
*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 - Regular Income?
The hurdle rate of Asit C Mehta - ACE - Regular Income is 8.00%.
What is the fixed fee charged in Asit C Mehta - ACE - Regular Income ?
The fixed fee charged in Asit C Mehta - ACE - Regular Income is 2.50%.
What is the variable fee charged in Asit C Mehta - ACE - Regular Income ?
The variable fee charged in Asit C Mehta - ACE - Regular Income is 1.50%.
What is the profit sharing in Asit C Mehta - ACE - Regular Income ?
The profit sharing in Asit C Mehta - ACE - Regular Income is 20% Profit sharing above 8% Hurdle.
What is the minimum investment in Asit C Mehta - ACE - Regular Income ?
The minimum investment in Asit C Mehta - ACE - Regular Income is ₹1 Cr
What type of scheme is Asit C Mehta - ACE - Regular Income?
Asit C Mehta - ACE - Regular Income is an Multiasset scheme. It falls in the Multi Asset category.
What is the inception date of Asit C Mehta - ACE - Regular Income?
The inception date of Asit C Mehta - ACE - Regular Income is Oct 04, 2018.
What is the exit load of Asit C Mehta - ACE - Regular Income?
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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