Portfolio Management Services

Following are the five different portfolios based on 5 risk profiles, by clicking on each of the portfolio below will help you to understand the different allocation to assets classes in each risk profile.

Risk Type Equity Debt Other Investment like Gold
Aggresive 0-100% 0-30% 0-100%
Growth 30-100% 0-30% 0-50%
Balanced 30-65% 30-65% 0-30%
Conservative 0-30% 45-100% 0-30%
Risk Averse 0-20% 70-100% 0-30%
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
Ace Multi Asset Portfolios

The investment objective of the scheme is to generate long term capital appreciation from a portfolio of different asset classes.

Equity
80-100%
Debt
0-20%
Gold
0-15%
Top 5 Holdings
Sector Allocation

Growth investors are willing to take significant risk in pursuit of higher long-term capital growth and can accept high market volatility and fluctuations in returns.

Equity
70-90%
Debt
10-30%
Gold
0-15%
Top 5 Holdings
Sector Allocation

Balanced investors generally look for moderate capital growth over the long term and are cautious towards taking high level of risk. They are however, comfortable with short-term fluctuations in returns.

Equity
40-60%
Debt
40-60%
Gold
0-15%
Top 5 Holdings
Sector Allocation

Conservative investors are prepared to take a small amount of short-term risk for potential returns that are higher than bank deposits over the medium to long term.

Equity
40-60%
Debt
40-60%
Gold
0-15%
Top 5 Holdings
Sector Allocation

Risk averse investors typically will not take any risk and are comfortable with returns that are commensurate with bank deposits or highly rated debt instruments. Preservation of capital is their most important objective.

Equity
0-10%
Debt
90-100%
Gold
0-10%
Top 5 Holdings
Sector Allocation