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

Asit C Mehta - ACE - Midcap

  • Asit C Mehta Investment Intermediates Ltd
  • MID CAP
  • 4
    Out of 18*
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PMS Bazaar
Portfolio age7 years, 5 months
3.71%
3.48%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 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 30/04/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (59.44%)
Mid Cap (10.41%)
Large Cap (27.97%)
Sector Holdings
  • Financial Services28.96%
  • Capital Goods11.54%
  • Automobile and Auto Components10.68%
  • Healthcare9.73%
  • Chemicals9.33%
Stock Holdings
  • PNB Housing Finance Limited8.42%
  • Ambuja Cements Ltd7.47%
  • Ambuja Cements Limited7.25%
  • Cash & Cash Equivalents6.91%
  • IIFL Finance Limited6.9%

bt_logoPORTFOLIO MANAGERS

Deepak Makwana
  • Manager Rank1 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr1.68%
Profile

Mr. Deepak Makwana has over 15 yrs of experience in financial markets. He has worked across various profiles from fundamental research to portfolio advisory.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
6 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
41 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MID CAP
Category Rank
3 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 24
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 24
Fixed Fee
NA
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 24
Fixed Fee
2.00%
*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 192.14 crores. Its current offering of PMS schemes includes 1 Multi Asset, 1 Large Cap, 1 Multi Cap And Flexi Cap and 1 Mid Cap schemes.

AUM (₹ cr)

192.14 (As on Apr, 2025)

Number of Schemes

4
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
6 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
41 Out of 244
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MID CAP
Category Rank
3 Out of 24
Fixed Fee
2.50%
*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 10.00%.
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 2.00%.
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 10% 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 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 2.00% if redeemed in 0-1 year, 0% thereafter.