PMS · Equity · Multi Cap
Ace Focused 10 Strategy
Fund size₹213 Cr
IRRSince inception30.10%
1Y return40.40%
Fund age19 mo
Fund Manager
Vikram Kotak
Vikram Kotak
Fund Manager, PMS, Ace Lansdowne Investments Services
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.
Managing AUM₹213 Cr
Growth of₹Cr
Ace Focused 10
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Ace Focused 10—40.40%———30.10%
NIFTY 50 TRI−12.33%23.00%———19.60%
Excess over benchmark—17.40%———10.50%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2024.
Risk : What you take on to earn the return
Volatility
12.15%
Benchmark approx 10.01%
A standard deviation reflecting historical swings.
Sensitivity
0.47
Beta vs benchmark 1.00 · 53% less reactive
How strongly the scheme moves with the index.
Risk-reward
2.33
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap44.30%
Mid cap7.80%
Small cap34.80%
Cash & others13.10%
As on 31 May 2024
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 21.67% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 15%
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.