ACE - Advice on Combination of Equities
A diverse range of robo powered pre-packaged equity portfolios ideal for both, traders and investors
ACE Large Cap (new) - Key Highlights
A long-term equity portfolio that consists of large cap stocks to generate steady returns over a period of time.
- Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
- Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
- Apt for investors with moderate to low risk appetite & investment horizon of 3-5 years
- Stock picking from Top 150 companies by market capitalization listed on NSE
- Use of liquidity and volatility filters to select stocks
- Quarterly rebalancing in-line with stock selection criteria.
ACE Small Cap (new) - Key Highlights
A systematic delivery based equity portfolio that consists of small cap stocks having potential for high earnings growth.
- Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
- Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
- Apt for investors with high risk appetite & investment horizon of 3-5 years
- Stock picking from Top 700 companies by market capitalization with recent earnings upgrade
- Use of intelligent filters to select liquid stocks
- Quarterly rebalancing in-line with stock selection criteria.
ACE FundTech - Key Highlights
A portfolio with a combination of fundamental & technical parameters suitable for investors who want to invest in companies with best financial trend subject to thresholds of Quality & Valuation.
- Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
- Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
- Apt for investors & positional traders with moderate risk appetite & investment horizon of 3-5 years
- Stock picking based on quality & valuation forecasts with an upward financial trend
- Exclusion of stocks in bearish zone as per technical parameters like RSI, Bollinger band, etc.
- Continuous re-evaluation of portfolio incase of adverse change only in the stock selection criteria
ACE Cash - Key Highlights
A robo-powered delivery based equity portfolio suitable for investors which aims to deliver superior returns over a period of time.
- Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
- Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
- Apt for investors with moderate to high risk appetite & investment horizon of 3-5 years
- Stocks selected with market cap exceeding Rs. 1,000 Cr with defined rules
- Amount invested in 4 installments based on appropriate market timing
- Quarterly portfolio re-balancing basis company performance
ACE SmarT - Key Highlights
An equity portfolio with the objective to generate returns from trading opportunities in fundamentally strong stocks through the support of technical trends.
- Minimum investment of Rs. 3 lakhs
- Apt for positional traders with moderate to high risk appetite & investment horizon of 1 year
- Use of technical indicators to identify momentum based ideas
- Short term momentum based trades in good quality stocks
- Disciplined trading approach with specified me horizon, stop loss & target price
- Stop Loss: 2% to 3% stop loss with feature of trailing stop loss
