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COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
ICICI Securities - Ace Equity Portfolio
Fund Summary
Category MULTI CAP AND FLEXI CAP
AUM (₹ cr) UNDISC.
Fixed Fee 1.75%
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing No Option
Benchmark Nifty 50 TRI
Portfolio Age 4 years, 3 months
Trailing Returns
Portfolio Manager
Amit Gupta
Amit Gupta
Profile Mr.Amit Gupta Over 2 decades of experience in Financial markets with Research expertise in Equity, Currency and Commodities. Won the India’s Best Analyst Award in the year 2012 and 2014 from the erstwhile President of India Was on the advisory panel of NSE for the launch of new Derivatives products.Have attended seminars as spokesperson across India and abroad for the comprehensive coverage on Equity markets.Handled the FIIs desk in Hongkong for ICICI Securities. Gives his opinion on Equity markets on prime channels like CNBC, ET Now, etc Gold medalist in Mechanical Engineering from Bangalore university and MBA (Finance) from IBS Hyderabad
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 68.73%
  • Mid Cap 18.8%
  • Small Cap 12.48%
Sector Holdings
Automobile and Auto Components
11.22%
Capital Goods
13.71%
Construction
7.13%
Financial Services
19.68%
Healthcare
7.01%
Metals & Mining
6.62%
Stock Holdings
Bharti Airtel Ltd
5.44%
HCL Technologies Ltd
5.65%
ICICI Bank Ltd
5.23%
Indian Hotels Co. Ltd
4.89%
InterGlobe Aviation Limited
5.1%
State Bank Of India
4.54%
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Available
Exit Load Exit load is 0%
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