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Acepro - Large Cap Strategy
Acepro - Large Cap Strategy

Acepro - Large Cap Strategy

  • Acepro Advisors Pvt Ltd
  • Large Cap
  • 10
    Out of 20*
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Portfolio age6 years, 9 months
5.6%
4.62%
Hurdle Rate**10.00%
Fixed fee1.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (5.81%)
Mid Cap (0%)
Large Cap (88.75%)
Sector Holdings
  • Financial Services37.74%
  • Information Technology10.21%
  • Oil, Gas & Consumable Fuels8.68%
  • Automobile and Auto Components7.48%
  • Consumer Services6.2%
Stock Holdings
  • HDFC Bank Ltd10.21%
  • Reliance Industries Ltd8.68%
  • ICICI Bank Ltd7.06%
  • Eternal Limited6.2%
  • State Bank Of India5.8%

bt_logoPORTFOLIO MANAGERS

Rajesh Kumar
  • Manager Rank14 Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr6.38%
Profile

With over nine years of experience in Capital Markets, Investment Banking, Business Valuation, and Financial Modeling, he possesses strong analytical skills and a deep understanding of financial numbers and investment products. He has played a key role in developing business models and conducting valuations across diverse sectors. He brings proven expertise in managing critical projects and has extensive experience as a Research Analyst in PMS services. Before joining Acepro, he worked with reputed organizations such as Kotak Securities, Kredent Capital, and Majortrend Capital in various capacities.

Other Schemes
  • table
  • Grid
Compare
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Acepro - Galaxy Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
246 Out of 251
Fixed Fee
2.50% Or 1.50%
Scheme Return
0.06%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Feb 15, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nill if redeemed in 0-1 year, Nill if redeemed in > 1-2 years, Nill if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
Nill
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

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 be having good historical financials or there should be expectation of improvement in financials in future.

Investment Approach

Portfolio shall typically comprise up to 50 stocks mainly across larger market cap. Portfolio will invest in companies from across the sectors and majority exposure will be to large cap companies.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
ASK Life Portfolio
AUM (₹ Cr)
₹74.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 28
Fixed Fee
2.50%
Scheme Return
4.82%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Acepro Advisors Pvt Ltd
Acepro Advisors Pvt Ltd manages assets worth Rs 5.52 crores. Its current offering of PMS schemes includes 1 Large Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

5.52 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Acepro - Galaxy Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
246 Out of 251
Fixed Fee
2.50% Or 1.50%
Scheme Return
0.06%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Acepro - Large Cap Strategy?
The hurdle rate of Acepro - Large Cap Strategy is 10.00%.
What is the fixed fee charged in Acepro - Large Cap Strategy ?
The fixed fee charged in Acepro - Large Cap Strategy is 1.00%.
What is the variable fee charged in Acepro - Large Cap Strategy ?
The variable fee charged in Acepro - Large Cap Strategy is Nill.
What is the profit sharing in Acepro - Large Cap Strategy ?
The profit sharing in Acepro - Large Cap Strategy is 20% Profit sharing above 10% Hurdle.
What is the minimum investment in Acepro - Large Cap Strategy ?
The minimum investment in Acepro - Large Cap Strategy is ₹50 Lacs
What type of scheme is Acepro - Large Cap Strategy?
Acepro - Large Cap Strategy is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Acepro - Large Cap Strategy?
The inception date of Acepro - Large Cap Strategy is Feb 15, 2019.
What is the exit load of Acepro - Large Cap Strategy?
Exit load is Nill if redeemed in 0-1 year, Nill if redeemed in > 1-2 years, Nill if redeemed in > 2-3 years, 0% thereafter.

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