• ACEPRO ADVISORS PVT. LTD.

AcePro Large Cap Strategy PMS


Key Portfolio Attributes

Inception Date: 15th February, 2019

Number of Stocks : Up to 50 stocks

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

The portfolio will mainly invest in stocks of large-cap companies though there could be some exposure to mid and small-caps as well. 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 typically comprise up to 50 stocks mainly across the large caps. Portfolio will invest in companies from across sectors with major exposure to large caps.




Performance Table #


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



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



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 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 21.




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Do Not Simply Invest, Make Informed Decisions