Asit C. Mehta Investment Interrmediates PMS strategies
Asit C. Mehta Investment Interrmediates runs 7 portfolio management strategies listed with APMI, managing ₹151 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Ace Multicap | Equity | Prathmesh Agarwal | ₹119 Cr | +22.17% | +10.08 pts | 2.5% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Ace Ten Trillion Opportunities | Equity | Prathmesh Agarwal | ₹12.11 Cr | +24.68% | +12.59 pts | 2.5% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Ace Multi-Asset Portfolio | Multi Asset | — | ₹11.16 Cr | +27.41% | — | — | ₹1 Crore | — |
| Ace Blue-chip | Equity | Prathmesh Agarwal | ₹4.43 Cr | +16.60% | +4.51 pts | 2% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Ace Allocator | Multi Asset | — | ₹2.47 Cr | +31.87% | — | — | ₹50 Lakhs | — |
| Ace QGM | Equity | — | ₹1.43 Cr | — | — | — | ₹50 Lakhs | — |
| Ace 50 | Equity | — | ₹0.56 Cr | +11.58% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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