ACE Blue-chip

Asit C Mehta Investment Intermediates Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 December 2017
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

We offer a tailored investment strategy featuring a high-conviction portfolio. This approach prioritizes established sector leaders and emerging growth companies.

Investment Objective

We pursue sustained capital appreciation by employing a disciplined, research-intensive methodology. Our investment selection process integrates a balanced allocation across growth-oriented, value-focused, and hybrid strategies to ensure comprehensive portfolio diversification.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.06% -0.24% -1.82%
3 MONTHS 5.46% 5.02% 0.44%
6 MONTHS 4.85% 1.63% 3.22%
1 YEAR 12.35% 7.63% 4.72%
2 YEAR 13.87% 11.65% 2.22%
3 YEAR 21.94% 16.41% 5.53%
5 YEAR 20.70% 16.82% 3.88%
SINCE INCEPTION 13.56% 13.50% 0.06%

Calendar Year Performance

Year Return
CY 2025 12.35%
CY 2024 15.53%
CY 2023 38.83%
CY 2022 7.94%
CY 2021 27.76%
CY 2020 12.29%
CY 2019 -1.85%
CY 2018 1.11%

Financial Year Performance

Year Return
FY 26_YTD 18.02%
FY 25 1.00%
FY 24 55.78%
FY 23 2.71%
FY 22 20.57%
FY 21 64.01%
FY 20 -31.98%
FY 19 11.25%
FY 18 -3.48%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Prathmesh Agrawal possesses over 13 years of extensive experience in the Indian listed equity domain, with a primary focus on portfolio strategy formulation, risk mitigation, and in-depth investment appraisal. Before his current role at ACMIIL, he served as Vice President (Investments) at ENAM Asset Management. His prior professional engagements involved significant contributions to investment strategy and portfolio management at firms such as Varanium Capital, Religare Portfolio Managers, and Moody’s Analytics. Mr. Agrawal holds the designation of Chartered Accountant and is certified as a Portfolio Manager by NISM (Series XXIB). His proficiency encompasses a broad spectrum of business functions, underpinned by a demonstrated history of achieving superior returns and enhancing portfolio efficiency.

Portfolio Details

Portfolio Composition

Large Cap
39.24%
Mid Cap
12.84%
Small Cap
35.55%
Cash & Equivalent
8.12%

Top 5 Holdings

  • Cash & Cash Equivalents 8.12%
  • Reliance Industries Ltd 7.43%
  • Arvind Fashions Limited 5.59%
  • Ambuja Cements Ltd. 5.58%
  • State Bank Of India 5.51%

Top 5 Sectors

  • Financial Services 33.34%
  • Consumer Services 10.97%
  • Healthcare 10.18%
  • Oil, Gas & Consumable Fuels 7.43%
  • Automobile and Auto Components 6.08%

Portfolio Characteristics

total number of stocks
31
top 5 stocks percent
32.23%
top 5 sectors percent
68.00%
average market cap
347459.44
portfolio age
8 Yrs, 0 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 8%

Profit Sharing: 20%

Exit Load

Year 1: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)