Ace Focused 10 Strategy
EQUITY MULTI CAP
Aims to generate long-term returns across market cycles by investing in a portfolio of high conviction stocks.
+40.40%
1Y annualised returns
+23.00%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
07 Oct '22
Total AUM
₹212.80Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity86.9%
Cash13.1%
Equity market cap split
Large Cap44.3%
Small Cap34.8%
Mid Cap7.8%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0%
PMS management
VKVikram KotakHead of InvestmentsView details
VK
Vikram Kotak
Head of Investments
View details
About
Mr. Vikram Kotak has than 29 years of outstanding investment experience across equities & debt. In his previous role as CIO – Equities for Deutsche Asset Management India, he led the team that provided equity investment advisory for more than US$ 1.2 billion in equity assets. Before that, he oversaw establishment and growth of equity and debt investment function at Birla Sun Life Insurance where he used to head investments of more than USD 4 billion.
Experience
Over 29 years of experience in the investment management industry.
Investment philosophy
Specializes in managing investment portfolios across both equities and debt.
Previously worked at
- Deutsche Asset Management India
- Birla Sun Life Insurance
Awards
- As CIO at Deutsche Asset Management, led equity advisory for over US$ 1.2 billion. At Birla Sun Life Insurance, he oversaw the establishment and growth of the investment function, managing over USD 4 billion in assets.
PMS house
Ace Lansdowne Investments Services LLP
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