Asit C Mehta PMS or Portfolio Management Review 2024

Asit C Mehta PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Asit C Mehta Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.128.52 Cr.
Avg. 1 Year Return	36.87%
Active Clients	111
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	29 Years

Asit C Mehta PMS - Company Overview

Asit C Mehta Portfolio Management Service Performance or Returns

1 Year Return

36.87%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.79%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

15.74%

Nifty 50 - 5 Year Return

11.52%

Asit C Mehta PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20 % (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Best Strategies by Asit C Mehta Portfolio Management Services

Check out various strategies or Investment approaches provided by Asit C Mehta Portfolio Managers.

Strategy Name	ACE – Multicap	ACE – Regular Income	ACE – Midcap	ACE – 15
Start Date	23-Aug-18	04-Oct-18	29-Dec-17	29-Dec-17
Category	Flexicap	Multi Asset	Mid Cap	Large Cap
Benchmark	Nifty 50	NSE Multi Asset Index 2	Nifty 50	Nifty 50
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
1 Yr. Return	102.05%	80.40%	91.74%	48.56%
3 Yr. Return	44.69%	32.90%	43.15%	27.57%
5 Yr. Return	30.54%	22.51%	29.92%	17.72%
Fund Manager	Mr. Deepak Makwana	Mr. Deepak Makwana	Mr. Deepak Makwana	Mr. Deepak Makwana