Premium Access PMS

Ace Multicap

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Asit C. Mehta Investment Intermediates Ltd.
Fund Managers CA. Prathmesh Agrawal
Benchmark BSE 500 TRI
Share: f x in w

About Company

Asit C. Mehta Investment Intermediates Ltd.

Asit C. Mehta Investment Intermediates Ltd. is part of the Mumbai-based Nucleus Group and is jointly promoted by market veterans Mr. Asit C. Mehta and Mrs. Deena A. Mehta. A highly trusted name in India in the financial services industry, ACMIIL is a reputed corporate member of the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE). ACMIIL is also a DP with the Central Depository of India (CDSL). Established in 1983, ACMIIL has become a go-to brand among online trading platforms. Over the past 39 years, ACMIIL has helped more than 2 lakh customers grow their money through a well-planned investment portfolio. ACMIIL strives hard to provide every Indian investor access to appropriate financial products, services, and solutions to maximize savings through well-diversified investment planning. ACMIIL offers a wide variety of financial services to support its customers.

 

 

ACE Multicap Fund

Fund Snapshot

Ticket Size

Rs 50 Lacs

Investment Universe

Indian Listed Equity | Liquid Assets

Equity Universe (Market Cap)

Large, Mid and Small Cap

Objective

Capital Appreciation

Exit load

2% of AUM for 1st year. NIL from 2nd year onwards

SuperNormal Multi-Thematic

A Multi-cap Portfolio giving exposure to multiple growth vectors

 

  • The Best of India Inc.
  • SuperNormal portfolio of Multiple Growth vectors
  • Independent unlocking of Growth Vectors

ACMIIL Philosophy

The advisory services exceed market benchmarks, providing substantial returns for investors. They prioritize transparency and equity, creating a refined experience for discerning investors. The back-office operations function cohesively with regulatory standards, akin to a well-orchestrated symphony.

 

Vision:

Our vision is to be the premier trusted financial intermediary, celebrated for our opulence and unwavering commitment to excellence.

 

Mission:

To elegantly deliver an array of bespoke financial products, services, and solutions to every discerning entity across India.

 

Beliefs:

  • Every household secures prosperity through financial markets.
  • Regulatory adherence is the cornerstone of our lasting success.
  • Transparency and fairness grace each transaction.
  • Knowledge reigns supreme, surpassing mere capital.
  • Our hallmark is continuous refinement through innovation.
  • Empowerment fuels limitless potential.
  • Our esteemed team pursues greatness in all endeavors.

 

Fees & Charges

Sr. no

Fee Type

For Clients

1)

Fixed Fee

2.5% of AUM

2)

Performance Fee

1.5% of AUM + 20% of Profit above Hurdle rate of 10%

Schedule of Fees

Custody & Fund Accounting Charges (On average monthly Assets under Administration)

5 bps per annum payable monthly

Transaction Charges

Cash Market

Derivatives (Futures and Options)

Mutual Funds Transaction (including Fund Transfer for the txn)

Others (IPO, Debt, etc.)

1 bps on Transaction Value 0.2 bps on Transaction Value INR 100 per Transaction INR 100 per

Transaction

SEBI Fees (Actuals)

0.0005% on AUC

Depository Charges - Transaction Charges

INR 10 per ISIN on Debit Transaction

Taxes, Regulatory levies

Actual, as applicable

Out-of-Pocket Expenses (viz charges for CA Certificate, Consultation fee, Courier charges, etc.)

At Actuals

Payments

Legitimate Payments (Under PMLA Regulations)

Validity of the Proposal

60 days from the date of proposal

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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Ace Multicap

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Asit C. Mehta Investment Interrmediates Ltd.

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹113.85 -0.82 -1.68 -5.09 3.88 4.09 18.88 17.13 15.73 12.43
Benchmark NA -0.17 -2.34 -5.39 -0.07 4.14 13.47 13.31 12.29 12.39
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

CA. Prathmesh Agrawal

CA. Prathmesh Agrawal

Prathmesh Agrawal is a qualified Chartered Accountant and NISM-certified Portfolio Manager with over 15 years of experience in Indian Equities and the PMS industry. Before joining ACMIIL, he served as Vice President (Investments) at Enam Asset Management. His career also includes strategic roles at Varanium Capital, Religare, and Moody’s Analytics. At ACMIIL, he leads the investment strategy and risk management for the firm's Portfolio Management Services, focusing on alpha generation.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the investment objective of the ACE Multicap Fund? +

The fund aims to generate long-term capital appreciation by investing across large, mid, and small-cap Indian listed equities while also maintaining exposure to liquid assets for portfolio flexibility.

2. What makes the ACE Multicap Fund a “multi-thematic” strategy? +

The strategy focuses on multiple independent growth vectors across sectors and market caps instead of relying on a single market theme. This helps create diversified exposure to different segments of India’s growth story.

3. What is the minimum investment amount required? +

The minimum ticket size for investing in the ACE Multicap Fund is ₹50 lakh.

4. What are the fee structures available under this PMS strategy? +

Investors can opt for either a fixed fee structure of 2.5% of AUM or a hybrid fee model that includes 1.5% management fees plus 20% profit sharing above a 10% hurdle rate.

5. Is the ACE Multicap Fund suitable for long-term investors? +

Yes. The strategy is designed for investors seeking diversified long-term equity exposure across market capitalisations with the goal of participating in multiple growth opportunities within Indian markets.

Section: Contact Us
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