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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
  • MID CAP
  • 4
    Out of 16*
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Portfolio age7 years, 6 months
9.53%
1.92%
Hurdle Rate**10.00%
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 31/05/2025)
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 (63.72%)
Mid Cap (10.38%)
Large Cap (23.87%)
Sector Holdings
  • Financial Services35.67%
  • Healthcare11.37%
  • Automobile and Auto Components10.68%
  • Chemicals9.58%
  • Capital Goods8.39%
Stock Holdings
  • PNB Housing Finance Limited8.14%
  • IIFL Finance Limited7.83%
  • Jubilant Pharmova Limited7.18%
  • Ambuja Cements Ltd7.16%
  • Piramal Enterprises Limited6.43%

bt_logoPORTFOLIO MANAGERS

Deepak Makwana
  • Manager Rank1 Out of 19
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.34%
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
  • table
  • Grid
Compare
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MID CAP
Category Rank
6 Out of 21
Fixed Fee
2.50%
Scheme Return
9.53%
Benchmark Return
1.92%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹157.35 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
60 Out of 244
Fixed Fee
2.50%
Scheme Return
7.8%
Benchmark Return
1.92%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
2 Out of 26
Fixed Fee
2.50%
Scheme Return
6.26%
Benchmark Return
1.92%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
5.96%
Benchmark Return
2.57%
*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 May, 2025)
Inception Date
Dec 29, 2017
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
2.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Mid-Cap universe consists of stocks with greater than 1000 Cr market capitalization (excluding Nifty 50) and a minimum average daily liquidity of INR 10 Lakhs over preceding 3 months.

Investment Approach

A structured value investing Mid-Cap strategy of 20-25 equal-weighted, most undervalued, high quality stocks in risk-mitigated & alpha generating Scientific Investing framework.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 21
Fixed Fee
2.50%
Scheme Return
9.53%
Benchmark Return
1.92%
NAFA - Clean Tech Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
16.01%
Benchmark Return
3.54%
Master Trust India Growth Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
1.50%
Scheme Return
13.31%
Benchmark Return
3.54%
NAFA - Emerging Bluechip Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
12.57%
Benchmark Return
3.54%
Equities eXpansion Target
AUM (₹ Cr)
₹294.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
12.12%
Benchmark Return
3.54%
Emkay - Pearls
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
10.43%
Benchmark Return
3.54%
*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 200.53 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Multi Cap And Flexi Cap, 1 Large Cap and 1 Multi Asset schemes.

AUM (₹ cr)

200.53 (As on May, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MID CAP
Category Rank
6 Out of 21
Fixed Fee
2.50%
Scheme Return
9.53%
Benchmark Return
1.92%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹157.35 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
60 Out of 244
Fixed Fee
2.50%
Scheme Return
7.8%
Benchmark Return
1.92%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
2 Out of 26
Fixed Fee
2.50%
Scheme Return
6.26%
Benchmark Return
1.92%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
5.96%
Benchmark Return
2.57%
*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.

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