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Acepro - Large Cap Strategy
Acepro - Large Cap Strategy

Acepro - Large Cap Strategy

  • Acepro Advisors Pvt Ltd
  • Large Cap
  • 18
    Out of 23*
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PMS Bazaar
Portfolio age7 years, 4 months
-1.44%
-1.72%
Hurdle Rate**10.00%
Fixed fee1.00%
Min. Investment50 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 31/05/2026)
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 (5.9%)
Mid Cap (0%)
Large Cap (90.91%)
Sector Holdings
  • Financial Services36.93%
  • Automobile and Auto Components9.53%
  • Information Technology8.65%
  • Oil, Gas & Consumable Fuels8.48%
  • Telecommunication5.86%
Stock Holdings
  • HDFC Bank Ltd.8.7%
  • Reliance Industries Ltd8.48%
  • ICICI Bank Ltd.7.44%
  • State Bank Of India6.64%
  • Bharti Airtel Ltd.5.86%

bt_logoPORTFOLIO MANAGERS

Rajesh Kumar
  • Manager Rank20 Out of 26
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM2.88
  • Highest Return In 1 Yr-1.97%
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
AUM (₹ Cr)
₹0.38 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
253 Out of 285
Fixed Fee
2.50% Or 1.50%
AUM (₹ Cr)
₹2.50 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
25 Out of 30
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹2.50 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
25 Out of 30
Fixed Fee
1.00%
AUM (₹ Cr)
₹352.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
No Option
AUM (₹ Cr)
₹1,695.15 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
₹89.54 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹111.92 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹853.13 Cr
Hurdle Rate
10.00% or 0%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.25%
*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 2.88 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

2.88 (As on May, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹0.38 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
253 Out of 285
Fixed Fee
2.50% Or 1.50%
AUM (₹ Cr)
₹2.50 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
25 Out of 30
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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.