- Manager
- Asit C Mehta Investment Interrmediates
- Service
- Discretionary
- Asset class
- Multi-asset
Ace Regular Income
+6.61%
1-year return
Benchmark NSE Multi Asset Index 2 +2.21% · to 30 Sep 2026
Asit C Mehta Investment Interrmediates’ Ace Regular Income returned 6.61% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2. It managed ₹12.18 crore across its clients.
Key numbers
- AUM
- ₹12.18 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −4.80% | −2.85% | −1.95% |
| 3 months | +0.49% | −1.23% | +1.72% |
| 6 months | +10.33% | +6.24% | +4.09% |
| 1 year | +6.61% | +2.21% | +4.40% |
| 2 years | +4.53% | +2.37% | +2.16% |
| 3 years | +16.54% | +9.55% | +6.99% |
| 4 years | +24.97% | +9.91% | +15.06% |
| 5 years | +18.72% | +8.47% | +10.25% |
| Since inception | +15.92% | +10.96% | +4.96% |
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 equity75.04%₹9.14 Cr
- Mutual funds18.88%₹2.30 Cr
- Cash and other6.08%₹0.74 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- −₹0.07 Cr
- Net, FY to date
- ₹0.66 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ace Regular Income returned?
6.61% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.80%; 3 months: 0.49%; 6 months: 10.33%; 1 year: 6.61%; 2 years: 4.53%; 3 years: 16.54%; 4 years: 24.97%; 5 years: 18.72%; Since inception: 15.92%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2, returned 2.21% over the year, so the strategy was 4.40 percentage points ahead.
How much does Ace Regular Income manage?
₹12.18 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 Regular Income?
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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