PMS

Asit C Mehta – ACE Multicap PMS

Multi Cap · Portfolio Management Services

Asit C Mehta – ACE Multicap PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. CA. Prathmesh Agrawal. It has returned +14.18% over 1 year, +22.17% over 3 years, +23.46% over 5 years, as reported by the fund manager. It manages about ₹118.93 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+0.87%Benchmark -0.09%
3 months
+10.61%Benchmark +3.86%
6 months
+10.71%Benchmark +1.43%
1 year
+14.18%Benchmark +4.72%
2 years
+2.21%Benchmark -0.11%
3 years
+22.17%Benchmark +12.09%
5 years
+23.46%Benchmark +10.90%
Since inception
+19.11%Benchmark +12.50%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. CA. Prathmesh Agrawal
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹118.93 Cr
Inception: 23 August 2018
Minimum investment: ₹50 lakh
Holding: %
Financial Services: 35.90
Industrials: 17.97
Healthcare: 11.02
Basic Materials: 10.96
Technology: 10.29

Common questions

What are the returns of Asit C Mehta – ACE Multicap PMS?

Asit C Mehta – ACE Multicap PMS has returned +0.87% (1 month), +10.61% (3 months), +10.71% (6 months), +14.18% (1 year), +2.21% (2 years), +22.17% (3 years), +23.46% (5 years), +19.11% (Since inception). Periods over one year are annualised.

What is the minimum investment for Asit C Mehta – ACE Multicap PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Asit C Mehta – ACE Multicap PMS?

The fund manager is Mr. CA. Prathmesh Agrawal.