Ace Allocator PMS: Returns, AUM & Details

Ace Allocator is a multi asset portfolio management service (PMS) strategy run by Asit C. Mehta Investment Interrmediates Ltd., launched on 3 Jan 2018. It manages ₹2.47 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.10% over 1 year, +31.87% over 3 years and +31.89% over 5 years (+13.77% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.

AUM: ₹2.47 Cr
3-year return: +31.87%
Minimum investment: ₹50 Lakhs

Last checked 30 May 2026. Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.

Fund Manager

Not Disclosed

Assets (AUM)

₹2.47 Cr

Benchmark Index

Nifty 500 TRI

Inception Date

03/01/2018

Trailing Returns

Trailing returns
Period	Return
1 Month	+6.42%
3 Months	+1.70%
1 Year	+6.10%
3 Years	+31.87%
5 Years	+31.89%
Since Inception	+13.77%

A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.

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Frequently asked questions about Ace Allocator

What are the returns of Ace Allocator?

Ace Allocator has a 1-year return of +6.10%, a 3-year return of +31.87%, a 5-year return of +31.89% and +13.77% since inception. Past performance is not indicative of future results.

What is the AUM of Ace Allocator?

Ace Allocator manages ₹2.47 Cr of client assets.

What is the minimum investment for Ace Allocator?

The minimum investment for Ace Allocator is ₹50 Lakhs.

When was Ace Allocator launched?

Ace Allocator was launched on 3 Jan 2018. It has an 8-year track record.

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