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Asit C Mehta - ACE Multicap PMS

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Capital Goods34.19%
Services11.02%
Utilities7.46%
Technology10.29%
Energy & Infra26.44%
Financial Services35.49%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
RELIANCE INDUSTRIES LTD8.59%
ADITYA BIRLA CAPITAL LTD7.70%
PIRAMAL FINANCE LTD7.42%
HERO MOTOCORP LTD7.17%
ICICI BANK LTD7.07%
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