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Acepro Galaxy

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not under coverage: This scheme is currently not under our coverage universe.

IME Strategy Rating

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Acepro Galaxy

Type: Flexi Cap | GARP | AUM (0.4 cr) | Inc Date (13/7/2018)

Acepro Galaxy Strategy- Investment Strategy

Acepro’s Galaxy Strategy focuses on asset allocation across market capitalisation, with a 50% cap on a particular market capitalisation with 12 to 15 stocks in the portfolio. The fund manager adopted an approach called ‘QARP’, which is quality at a reasonable price wherein quality is assessed on four factors: growth, margins, cash flows and return ratios.

Trailing Performance

1yr 3yr 5yr Since Inception
Acepro Galaxy 22.4 13.2 9.5 5.8
S&P BSE 500 TRI 39.5 19.5 19 14.4
Alpha over Broad Mkt BM -17.1 -6.3 -9.5 -8.6
Nifty 500 38.4 18.1 17.5
Alpha over Category BM -16 -4.9 -8

Performance as of: 28-Feb-23 | Inception Date: 13-Jul-18

Fund Managers

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.

Fee Structure

Fee StructureFee
Fixed Fee Structure2.5
Variable Fee Structures1.5% fixed + 20% above 12% hurdle
Exit Fees1yr(3%), 2yr(2%), 3yr(1%)

AMC

AMC: Acepro PMS (click link for detailed AMC review)

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.

Acepro PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.

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