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Concentrated Multicap Approach
Concentrated Multicap Approach

Concentrated Multicap Approach

  • Ace Lansdowne Investments Services LLP
  • MULTI CAP
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Portfolio age3 years, 8 months
0.34%
0.03%
Hurdle Rate**15%
Fixed fee2.00%
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 31/05/2024)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on May, 2024)
Inception Date
Oct 07, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00% or 0.00%
Hurdle Rate
15%
Profit Sharing
15% Profit Sharing above 15% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective is to locate and make investments in businesses with good corporate governance, a solid management track record, and exceptional execution skills .The aim is to generate long term returns across the market cycles by investing in maximum 10 high conviction stocks across sectors and market cap.

Investment Approach

Concentrated strategy, better stock picking through solid research & rational thinking, timely entry depending on valuation and constant monitoring can help to generate outsized returns over the time cycle

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bt_logoPEER ANALYSIS

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Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
White Pine India Emerging Stars
AUM (₹ Cr)
₹463.08 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
6 Out of 285
Fixed Fee
1.80%
Scheme Return
7.81%
Benchmark Return
-2.12%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ace Lansdowne Investments Services LLP
Ace Lansdowne Investments Services LLP manages assets worth Rs 258.26 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

258.26 (As on May, 2024)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*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 Concentrated Multicap Approach?
The hurdle rate of Concentrated Multicap Approach is 15%.
What is the fixed fee charged in Concentrated Multicap Approach ?
The fixed fee charged in Concentrated Multicap Approach is 2.00%.
What is the variable fee charged in Concentrated Multicap Approach ?
The variable fee charged in Concentrated Multicap Approach is 1.00% or 0.00%.
What is the profit sharing in Concentrated Multicap Approach ?
The profit sharing in Concentrated Multicap Approach is 15% Profit Sharing above 15% hurdle.
What is the minimum investment in Concentrated Multicap Approach ?
The minimum investment in Concentrated Multicap Approach is ₹50 Lacs
What type of scheme is Concentrated Multicap Approach?
Concentrated Multicap Approach is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Concentrated Multicap Approach?
The inception date of Concentrated Multicap Approach is Oct 07, 2022.
What is the exit load of Concentrated Multicap Approach?
Exit load is 0%

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