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Acepro PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Acepro PMS is still at a nascent stage. Having recently hired a senior fund manager (Kunj Bansal), their PMS is still in the build mode and it is too early to recommend investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (61cr) | Promoter Category ()

PMS Background

Acepro PMS is a part of Sarthi Group (a diversified mid-sized financial services group established in 2009 by Deepak Sharmaa & Aanand Lakhotiaa).

PMS Investment Philosophy

Acepro PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level itself.

Inv Team

Investment Team

Kunj Bansal | 4-star rated FM

Partner & CIO | 30 yrs Experience | 6 yrs at current firm

Past Experience: CIO (Centrum), CIO (Sanlam Investment Management India), Sr VP (Kotak Securities), CIO (Religare), Fund Manager (Reliance Mutual Fund), Fund Manager (UTI)

Kunj Bansal is a seasoned investment professional with over 25 years of experience in managing money through offshore funds, mutual funds, and PMS. His earlier experience has been with Kotak Securities, Reliance Mutual Fund, and Centrum PMS. He played a crucial role in scaling up the centrum PMS business.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Acepro Galaxy Flexi Cap GARP 18.2 8.1 8.9 6.3
Acepro Large Cap Large Cap GARP 33.7 14 16.7 16.6

Returns as of 30-Sep-24.

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Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

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