67%
1-year holding
of 73 windows beat the index
Avg / yr+19.8%
Multi Asset
Asit C Mehta - Ace Multi-asset Portfolio
9.0
Nyra score
Independently scored
7-yr track record · since Oct 2018BlendAUM ₹1 CrMax drawdown −17.76%SEBI-registered PMS
3Y CAGR
27.4%
vs 12.3% index
5Y CAGR
21.9%
vs 11.1% index
Since inception
16.5%
CAGR · net of fees
₹1 Cr became
₹2.91 Cr
index ₹2.16 Cr
AUM
₹1 Cr
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
A structured value investing strategy that regularly pays out up to 1% of the closing value per month.
Performance · what ₹1 crore would have become
₹2.91 Cr
+191% · 2.9× your money
- This strategy₹2.91 Cr
- NSE Multi Asset Index 2₹2.16 Cr
₹1 Cr invested at inception (Oct 2018)7.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NSE Multi Asset Index 2. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy8%
1.1%
1.2%
13.2%
27.4%
21.9%
16.5%
NSE Multi Asset Index 2
6.1%
0.2%
-0.4%
7.1%
12.3%
11.1%
11.6%
Alpha
+1.9%
+0.9%
+1.6%
+6.1%
+15.1%
+10.8%
+4.9%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
80%
3-year holding
of 49 windows beat the index
Avg / yr+19.8%
88%
5-year holding
of 25 windows beat the index
Avg / yr+19.8%
100%
7-year holding
of 1 windows beat the index
Avg / yr+16.5%
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−17.76%
Max drawdown
-6.2%
Worst 1-yr window
19.4%
Volatility (ann.)
1.10
Sharpe ratio
In its worst stretch the strategy fell −17.76% peak-to-trough. A Sharpe of 1.10 means it earned a healthy return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood — where the money sits
A focused book of about 25 stocks, spread across the market-cap curve.
Market-cap mix
- Large27%
- Mid30%
- Small37%
- Cash / Debt7%
Concentration
Holdings25 stocks
Cash / debt buffer5%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
PA
View full profile Fund manager
Prathmesh Agrawal
Asit C Mehta · 7-yr strategy tenure · ₹1 Cr managed
Investment philosophy
Asit C Mehta's Multi Asset approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the NSE Multi Asset Index 2 but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 25 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 7-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −17.76%.
Nyra's read
A high-conviction multi asset strategy with a strong scorecard.
Nyra scores Asit C Mehta - Ace Multi-asset Portfolio 9.0/10, on a since-inception CAGR near 16.5% and a 3-year CAGR of 27.4%. Its sharpest fall on record is about −17.76% — size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Multi Asset exposure and can sit through equity drawdowns.
Mind if
A −17.76% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Oct 2018
- Track record
- 7 years
- Category
- Multi Asset
- Style
- Blend
- Benchmark
- NSE Multi Asset Index 2
- Holdings
- 25 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- 20% over 10.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
What investors say
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
FAQ
Asit C Mehta - Ace Multi-asset Portfolio — common questions
What is Asit C Mehta - Ace Multi-asset Portfolio?
Asit C Mehta - Ace Multi-asset Portfolio is a Multi Asset PMS strategy from Asit C Mehta, managed by Prathmesh Agrawal. It follows a Blend style, is benchmarked to the NSE Multi Asset Index 2, and carries a Nyra score of 9.0/10.
Who should consider Asit C Mehta - Ace Multi-asset Portfolio?
It suits investors with a five-year-plus horizon who want active Multi Asset exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Oct 2018) it has compounded at roughly 16.5% a year, with a 3-year CAGR of 27.4% against 12.3% for the NSE Multi Asset Index 2. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of 20% over 10.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −17.76%. Asit C Mehta is SEBI-registered and reports monthly. This page is information, not investment advice.
