Portfolio Management Services

The Investment objective of the scheme is to generate long term capital appreciation from an Equity portfolio by selecting stocks from larger universe. Carefully curated strategy is constructed based on client’s direction on core equity portfolio. The stocks are selected based on 5G approach. Higher economic benefits to sectors, higher market share of stocks, improved financial and better governance are primary selection criteria for the stocks.

5G Framework
Growing
Economy
Growing
Sector
Growing
Market Share
Growing
Revenue & RoCE/RoE
Governance
Top 5 Holdings
Performance vs. Benchmark*(%) 1 M Since Insception
ACE EQUITY(Model) N.A N.A
ACE EQUITY(Scheme) N.A N.A
NSE 200 N.A N.A