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Acepro - Large Cap Strategy
Acepro - Large Cap Strategy

Acepro - Large Cap Strategy

  • Acepro Advisors Pvt Ltd
  • Large Cap
  • 13
    Out of 22*
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PMS Bazaar
Portfolio age7 years, 6 months
2.99%
2.36%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
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 (6.62%)
Mid Cap (0%)
Large Cap (90.7%)
Sector Holdings
  • Financial Services37.94%
  • Automobile and Auto Components9.56%
  • Information Technology8.45%
  • Oil, Gas & Consumable Fuels8.03%
  • Telecommunication6.21%
Stock Holdings
  • ICICI Bank Ltd.8.56%
  • HDFC Bank Ltd.8.37%
  • Reliance Industries Ltd8.03%
  • State Bank Of India6.77%
  • Bharti Airtel Ltd.6.21%

PORTFOLIO MANAGERS

Rajesh Kumar
  • Manager Rank17 Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM2.9899999999999998
  • Highest Return In 1 Yr-0.87%
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)
₹2.61 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
9 Out of 30
Fixed Fee
1.00%
AUM (₹ Cr)
₹0.38 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
203 Out of 284
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹2.61 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
9 Out of 30
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,666.24 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
₹1,137.66 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Acepro Advisors Pvt Ltd
Acepro Advisors Pvt Ltd manages assets worth Rs 2.92 crores. Its current offering of PMS schemes includes 2 Large Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2.92 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹2.61 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
9 Out of 30
Fixed Fee
1.00%
AUM (₹ Cr)
₹2.71 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
27 Out of 30
Fixed Fee
0.50%
AUM (₹ Cr)
₹0.38 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
203 Out of 284
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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.