Product Offerings

ACE Multicap(Flagship Product)

Blends large-cap stability with Mid-Small-cap growth for optimal balance

  • Strategic & Tactical thematic & market cap allocation adapting to changing market conditions
  • Track record of 5%+ alpha across cycles & Top Quartile rankings in 3&5 yr by PMS Bazaar*
  • GARP-led core portfolio of 15–25 high-quality stocks agnostic to Market cap, sector, and themes
  • Prioritizes Stability, Leadership, and earnings consistency
  • Built for investors seeking smart equity diversification and balanced long-term growth
Factsheet

Ace Multi Asset Portfolio

Multi Asset Strategy that invests in Equity, Debt, and Alternates for balanced return goal and monthly income

  • Payout Source includes Dividend, Interest, Capital Gains and Invested Capital
  • Portfolio includes ACE Multicap PMS + Global ETFs + Bonds + G-secs + Precious Metals + INVIT + REITS + Alternates etc.
  • Targets a monthly payout (0.5% of NAV) while retaining growth potential
  • Limits Volatility through Asset diversification & Limits Drawdown Risk through GARP discipline
  • Ideal for investors who want balanced asset allocation without giving up on equity growth
Factsheet

Ace Ten Trillion Opportunities

Riding India’s structural shift from consumption to infrastructure and manufacturing

  • Selects scalable, future-ready businesses with consistent execution on stated guidance
  • Top Quartile performer in 3yr and 5yr time frame by PMS Bazaar*
  • Invests in sectors leading the formalization and capital formation cycle
  • Sectoral & Thematic diversification reduces volatility and drawdown
  • Since inception track record of 3%+ alpha
Factsheet

Ace Blue-chip

Blends India’s Top 150 companies by market cap with house best ideas in Mid-Small-cap

  • Strategic & Tactical thematic & market cap allocation adapting to changing market conditions
  • Track record of 4%+ alpha for last 5 years
  • GARP-led core portfolio of 15–20 high-quality blue-chip stocks agnostic to Market cap, sector, and themes
  • Prioritizes Stability, Leadership, and Proven Execution
  • Built for investors seeking equity participation with lower volatility
Factsheet