- Manager
- Asit C Mehta Investment Interrmediates
- Service
- Discretionary
- Asset class
- Equity
Ace Midcap
+22.29%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Asit C Mehta Investment Interrmediates’ Ace Midcap returned 22.29% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹11.58 crore across its clients.
Key numbers
- AUM
- ₹11.58 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.02×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.36% | −5.57% | +1.21% |
| 3 months | +2.77% | −3.59% | +6.36% |
| 6 months | +37.51% | +8.07% | +29.44% |
| 1 year | +22.29% | −2.33% | +24.62% |
| 2 years | +4.62% | −3.93% | +8.55% |
| 3 years | +21.84% | +9.21% | +12.63% |
| 4 years | +28.64% | +11.22% | +17.42% |
| 5 years | +22.19% | +8.91% | +13.28% |
| Since inception | +18.72% | +11.35% | +7.37% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.89%₹11.22 Cr
- Cash and other3.11%₹0.36 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.06 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.02×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ace Midcap returned?
22.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.36%; 3 months: 2.77%; 6 months: 37.51%; 1 year: 22.29%; 2 years: 4.62%; 3 years: 21.84%; 4 years: 28.64%; 5 years: 22.19%; Since inception: 18.72%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 24.62 percentage points ahead.
How much does Ace Midcap manage?
₹11.58 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ace Midcap?
Asit C Mehta Investment Interrmediates, a SEBI-registered portfolio manager (INP000005801), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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