AcePro Galaxy Strategy PMS


Key Portfolio Attributes

Inception Date: 1st April, 2019

Number of Stocks : 12-15

Fund Manager Name: Kunj B. Bansal

Fund Manager Experience: 25 yrs+

Fund Manager Qualification: M M S, Finance from SVKM's Narsee Monjee Institiute of Management Studies and BE, Mechanical Engg from Jai Narain Vyas University.

Investment Objective

Invest in stocks from across sectors. Companies should either have good financials or should have an expected improvement in the future financials. The strategy is designed for investors who want to invest in listed shares/securities with a longer horizon.

Portfolio Strategy

The portfolio will comprise of 12-15 stocks. The approach adopted is ‘QARP’- Quality at reasonable Price. Here, Quality is assessed on 4 factors- growth, margins, cash flows, and return ratios.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




Do Not Simply Invest, Make Informed Decisions