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.

Acepro - Large Cap Strategy

Acepro Advisors Pvt Ltd
Large Cap

10
Out of 20*
Compare
Share

Portfolio age6 years, 10 months

1.27%

1.92%

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

TRAILING PERFORMANCE

(As on 30/11/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0%)

Allocation by Market Cap

Small Cap (5.52%)

Mid Cap (0%)

Large Cap (89.09%)

Sector Holdings

Financial Services37.77%
Information Technology10.49%
Oil, Gas & Consumable Fuels8.94%
Automobile and Auto Components8.48%
Consumer Services5.87%

Stock Holdings

HDFC Bank Ltd10.23%
Reliance Industries Ltd8.94%
ICICI Bank Ltd7.1%
State Bank Of India5.93%
Eternal Limited5.87%

PORTFOLIO MANAGERS

Rajesh Kumar

Manager Rank16 Out of 23
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr6.44%

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

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Acepro - Galaxy Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Nov, 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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.00%

Variable Fee

Nill

Hurdle Rate

10.00%

Profit Sharing

20% Profit sharing above 10% Hurdle

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

INVESTMENT 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.