About Company
Asit C. Mehta Investment Intermediates Ltd.
Asit C. Mehta Investment Intermediates Ltd. is part of the Mumbai-based Nucleus Group and is jointly promoted by market veterans Mr. Asit C. Mehta and Mrs. Deena A. Mehta. A highly trusted name in India in the financial services industry, ACMIIL is a reputed corporate member of the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE). ACMIIL is also a DP with the Central Depository of India (CDSL). Established in 1983, ACMIIL has become a go-to brand among online trading platforms. Over the past 39 years, ACMIIL has helped more than 2 lakh customers grow their money through a well-planned investment portfolio. ACMIIL strives hard to provide every Indian investor access to appropriate financial products, services, and solutions to maximize savings through well-diversified investment planning. ACMIIL offers a wide variety of financial services to support its customers.
Fund Snapshot
| Parameter | Details |
| Strategy Name | Ace Ten Trillion Opportunities |
| Asset Manager | Asit C. Mehta Investment Intermediates Ltd. (ACMIIL) |
| Category | Equity (Thematic / Multi-Cap) |
| Inception Date | December 29, 2017 |
| Benchmark | S&P BSE 500 TRI |
| Minimum Investment | ₹50,00,000 (INR 50 Lakhs) as per SEBI regulations. |
| Historical performance |
• 3-Year CAGR: ~28.98% • 5-Year CAGR: ~24.36% (Data as of April 2026 via APMI) |
| Portfolio Turnover Rate | 1.74x annualized trailing turnover (Data as of April 2026) |
| Fee Structure |
• Fixed Option: ~2.50% p.a. • Variable Option: 2.00% p.a. management fee + 20% performance fee above an 8% hurdle rate. |
| Exit Load |
• Year 1: 1.00% • Year 2 & 3: Nil |
Investment Philosophy
Asit C. Mehta Investment Intermediates Ltd. follows a structured, disciplined investment philosophy focused on consistency, risk control, and long-term value creation:
- Research-Led Investment Approach
Decisions are driven by in-depth fundamental research, sector analysis, and continuous market tracking. - Balanced Growth Strategy
Focus on identifying fundamentally strong companies with sustainable growth potential and earnings visibility. - Valuation Conscious Investing
Investments are made with a margin of safety, ensuring attractive entry points and favorable risk-reward. - Diversified Portfolio Construction
Allocation across sectors, market caps, and asset classes to reduce concentration risk and enhance stability. - Risk Management Framework
Emphasis on capital protection through regular monitoring, predefined exit strategies, and disciplined rebalancing. - Combination of Top-Down & Bottom-Up
Integrates macroeconomic trends with stock-level insights to optimize investment decisions. - Technology-Enabled Execution
Leverages advanced platforms and analytics for efficient portfolio management and timely decision-making. - Long-Term Wealth Creation Focus
Encourages a disciplined, long-term approach to benefit from compounding and market cycles.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Ace Ten Trillion Opportunities
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Asit C. Mehta Investment Interrmediates Ltd.
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹11.58 | -4.36 | 2.77 | 37.51 | 22.29 | 4.62 | 21.84 | 28.64 | 22.19 | 18.72 |
| Benchmark | NA | -5.57 | -3.59 | 8.07 | -2.33 | -3.93 | 9.21 | 11.22 | 8.91 | 11.35 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
CA. Prathmesh Agrawal
Prathmesh Agrawal is a qualified Chartered Accountant and NISM-certified Portfolio Manager with over 15 years of experience in Indian Equities and the PMS industry. Before joining ACMIIL, he served as Vice President (Investments) at Enam Asset Management. His career also includes strategic roles at Varanium Capital, Religare, and Moody’s Analytics. At ACMIIL, he leads the investment strategy and risk management for the firm's Portfolio Management Services, focusing on alpha generation.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The portfolio operates on the economic projection that India's nominal GDP will scale from its current level toward the $10 trillion milestone over the next decade. The fund targets companies positioned to capture a disproportionate share of this expanding economic profit pool, focusing on sectors expanding faster than base GDP.
As of April 2026 APMI data, the fund's 3-year trailing CAGR stands at 28.98% against the S&P BSE 500 TRI's performance of 14.94% over the same period. This indicates a net annualized outperformance (alpha generation) of +14.04% over a medium-term holding cycle.
A turnover rate of 1.74x signifies an active, opportunistic management style rather than a strict buy-and-hold approach. It indicates that the portfolio manager frequently rotates capital across sectors and market capitalization bands to exploit short-to-medium-term cyclical trends and mispricings.
The 8% hurdle rate acts as a quantitative baseline. The portfolio manager can only charge the 20% performance fee on incremental profits generated above an 8% annualized absolute return threshold, ensuring that variable incentives are aligned with actual investor gains.
The ₹50 Lakhs capital floor is the statutory minimum threshold mandated by SEBI for all Portfolio Management Services in India. This restriction ensures that concentrated, thematic equity strategies are limited to high-net-worth individuals who possess the risk capacity to absorb short-term market volatility.
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