Asit C. Mehta Investment Interrmediates Ltd. • Multi Asset
Ace Multi-Asset Portfolio is a multi asset portfolio management service (PMS) strategy run by Asit C. Mehta Investment Interrmediates Ltd., launched on 4 Oct 2018. It manages ₹11.16 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +13.16% over 1 year, +27.41% over 3 years and +21.90% over 5 years (+16.54% since inception). The minimum investment is ₹1 Crore. The fund manager has not been publicly disclosed.
AUM
₹11.16 Cr
3-year return
+27.41%
Minimum investment
₹1 Crore
Last checked . 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)
₹11.16 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
04/10/2018
Trailing Returns
Trailing returns
Period
Return
1 Month
+8.00%
3 Months
+1.22%
1 Year
+13.16%
3 Years
+27.41%
5 Years
+21.90%
Since Inception
+16.54%
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.
Frequently asked questions about Ace Multi-Asset Portfolio
What are the returns of Ace Multi-Asset Portfolio?
Ace Multi-Asset Portfolio has a 1-year return of +13.16%, a 3-year return of +27.41%, a 5-year return of +21.90% and +16.54% since inception. Past performance is not indicative of future results.
What is the AUM of Ace Multi-Asset Portfolio?
Ace Multi-Asset Portfolio manages ₹11.16 Cr of client assets.
What is the minimum investment for Ace Multi-Asset Portfolio?
The minimum investment for Ace Multi-Asset Portfolio is ₹1 Crore.
When was Ace Multi-Asset Portfolio launched?
Ace Multi-Asset Portfolio was launched on 4 Oct 2018. It has a 7-year track record.