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Ace Pro Advisors Large Cap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ace Pro Advisors Large Cap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the LARGE CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 12.72%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ace Pro Advisors Large Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Large Cap Strategy

Start Date

15 February 2019

Category

LARGE CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Iqbal Singh

1 Yr. Return

12.72%

3 Yr. Return

13.53%

5 Yr. Return

18.46%

Ace Pro Advisors Large Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

24

Top 5 Stocks%

38.37%

Top 5 Sectors%

69.33%

Portfolio Age

6 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Ace Pro Advisors Large Cap PMS Strategy - Cost or Charges

Fixed Fees

1% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (Profit sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Ace Pro Advisors Large Cap PMS Investment Approach - Portfolio Composition

Large Cap

84.07%

Mid Cap

0.00%

Small Cap

4.31%

Cash & Equivalent

0.00%

Check out Business Opportunities with Similar Brands

Ace Pro Advisors Large Cap Portfolio Strategy - Top 5 Sectors

Financial Services

37.10%

Telecommunication

5.62%

Automobile and Auto Components

6.09%

Information Technology

11.57%

Oil, Gas & Consumable Fuels

8.95%

Customer ratings and reviews of Ace Pro Advisors Large Cap PMS Strategy

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