Asit C Mehta Ace Multicap

Asit C Mehta PMS | Equity | | PMS

IME's View on Asit C Mehta Ace Multicap

Strategy

Investment Fund

This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.

Fund's Strategy View

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

Fund Performance

The fund has outperformed peers & is amongst the top performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance has been highly consistent, with the fund having outperformed it's benchmark in over 80% of annual calendar years.

IME's View on Asit C Mehta PMS

View on AMC

Asit Mehta is a reputable brokerage but has not proven themselves on their PMS platform. The AMC has a 1-star rating due to being sub-scale, leading to limited evaluation of their Pedigree, Investment Philosophy, Team & Performance.

AMC's Pedigree

Asit C Mehta is an established brokerage firm, but their PMS business has not yet established itself independently.

AMC Team

We have not evaluated the investment team due to concerns about the small scale of the PMS. It is crucial to attract and retain a high-quality team, which is a core concern with sub-scale PMS providers.

Investment Philosophy

Due to concerns about the PMS being sub-scale, we have not evaluated the investment philosophy further.