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 22.4 13.2 9.5 5.8
Acepro Large Cap Large Cap GARP 24 12.6 14.5 14.4

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.