Asit C. Mehta Investment Interrmediates Ltd. • Equity
Ace Blue-chip is an equity portfolio management service (PMS) strategy run by Asit C. Mehta Investment Interrmediates Ltd., launched on 29 Dec 2017. As of 30 Sep 2026, it manages ₹4.13 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.29% over 1 year, +12.58% over 3 years and +13.11% over 5 years (+11.49% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 3.37 percentage points ahead of its benchmark. Its 3-year return ranks 186th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Prathmesh Agarwal.
Ranked nearby on 3-year return: Banyan Edhas Portfolio (+12.64%), Emkays Alpha (+12.63%), Emerging Opportunities Strategy (+12.57%), Purnartha Pratham (+12.54%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.77% |
| 3 Months | -7.14% |
| 1 Year | -1.29% |
| 3 Years | +12.58% |
| 5 Years | +13.11% |
| Since Inception | +11.49% |
| management fee | Fixed Fees: Management Fee: 2% |
| performance fee | Variable Fees: Management Fee: 1.5% Hurdle: 10% Performance Fee: 15% |
| exit load | 1st Year : 1% 2nd Year : Nil 3rd Year : Nil |
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.
Book an intro callAce Blue-chip has a 1-year return of -1.29%, a 3-year return of +12.58%, a 5-year return of +13.11% and +11.49% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ace Blue-chip returned +13.11% against +8.91% for the BSE 500 TRI, 4.20 percentage points ahead. Over 3 years it returned +12.58% against +9.21%; Over 1 year it returned -1.29% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Ace Blue-chip's 3-year return of +12.58% ranks 186th as of 30 Sep 2026.
Ace Blue-chip is managed by Prathmesh Agarwal at Asit C. Mehta Investment Interrmediates. The strategy manages ₹4.13 Cr of client assets as of 30 Sep 2026.
Ace Blue-chip manages ₹4.13 Cr of client assets as of 30 Sep 2026.
The fee structure for Ace Blue-chip includes: management fee: Fixed Fees: Management Fee: 2%; performance fee: Variable Fees: Management Fee: 1.5% Hurdle: 10% Performance Fee: 15%; exit load: 1st Year : 1% 2nd Year : Nil 3rd Year : Nil.
The minimum investment for Ace Blue-chip is ₹50 Lakhs.
Ace Blue-chip was launched on 29 Dec 2017. It has an 8-year track record.
Description
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