ICICI SECURITIES-ACE EQUITY PORTFOLIO

EQUITY MULTI CAP

+16.18%

3Y annualised returns

+8.81%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

05 Dec '20

Total AUM

₹340.84Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.1%

Cash2.9%

Equity market cap split

Large Cap63.9%

Small Cap20.9%

Mid Cap15.2%

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

0.00%

PMS management

VB
Vimal Bhandari
View details

About

15 years+ experience in Indian financial markets with expertise in trading equities, both index and individual stocks. ⁠Strong understanding of both domestic and global macros affecting various asset classes ranging from equities, rates and currencies. ⁠Attended seminars and short courses to gain equities domain knowledge in London, Hong Kong and Singapore. ⁠MBA (finance) from IIM Calcutta, batch of 2009

Experience

Over 15 years of experience in the Indian financial markets.

Investment philosophy

Specializes in equity trading with a strong understanding of domestic and global macroeconomic factors.

Awards