Asit C Mehta PMS or Portfolio Management Review 2025

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.142.27 Cr.
Avg. 1 Year Return	4.46%
Active Clients	181
No. of Strategies	4
Minimum Investment	Rs.50 Lakh
Experience	32 Years

Asit C Mehta PMS - Company Overview

Asit C Mehta Portfolio Management Service Performance or Returns

1 Year Return

4.46%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

24.74%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

20.60%

Nifty 50 - 5 Year Return

11.60%

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 Multi Asset	Ace Ten Trillion Opportunities	ACE Bluechip
Start Date	23-Aug-18	04-Oct-18	29-Dec-17	29-Dec-17
Category	MULTI CAP & FLEXI CAP	Multi Asset	Small & Mid Cap	Large Cap
Benchmark	S&P BSE 500 TRI	NSE Multi Asset Index 2	S&P BSE 500 TRI	S&P BSE 500 TRI
AUM (Rs.)	Rs.113.85 Cr.	Rs.12.31 Cr.	Rs.10.41 Cr.	Rs.4.30 Cr.
No. of Stocks	21	26	20	19
1 Yr. Return	0.64%	6.80%	6.50%	3.88%
3 Yr. Return	26.28%	25.15%	28.66%	18.88%
5 Yr. Return	23.47%	20.00%	23.21%	15.73%
Fund Manager	CA. Prathmesh Agrawal	CA. Prathmesh Agrawal	CA. Prathmesh Agrawal	CA. Prathmesh Agrawal