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Galaxy Strategy

Acepro Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
13 July 2018
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Portfolio will comprise around 12 to 15 stocks. The approach adopted is ‘QARP’ - Quality at reasonable price wherein quality is assessed on 4 factors, which are Growth, Margins, Cash Flows and Return Ratios.

Investment Objective

Invests in stocks from across the sectors. Companies should either be having good historical financials or there should be expectation of improvement in financials in future. The strategy is designed for investors with longer horizon to invest and wants to invest in listed equity shares/securities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.56% -0.28% 0.84%
3 MONTHS 2.05% 6.33% -4.28%
6 MONTHS 0.56% 2.92% -2.36%
1 YEAR -5.46% 11.88% -17.34%
2 YEAR 2.13% 10.98% -8.85%
3 YEAR 4.80% 14.32% -9.52%
5 YEAR 7.41% 14.68% -7.27%
SINCE INCEPTION 3.98% 13.57% -9.59%

Calendar Year Performance

Year Return
CY 2025 -5.46%
CY 2024 10.34%
CY 2023 11.47%
CY 2022 1.28%
CY 2021 21.42%
CY 2020 -1.26%
CY 2019 1.73%

Financial Year Performance

Year Return
FY 26_YTD 2.75%
FY 25 -3.74%
FY 24 22.88%
FY 23 -7.72%
FY 22 26.43%
FY 21 23.82%
FY 20 -18.21%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rajesh Kumar

Fund Manager & Principal Officer

With over nine years of experience in Capital Markets, Investment Banking, Business Valuation, and Financial Modeling, he possesses strong analytical skills and a deep understanding of financial numbers and investment products. He has played a key role in developing business models and conducting valuations across diverse sectors.He brings proven expertise in managing critical projects and has extensive experience as a Research Analyst in PMS services. Before joining Acepro, he worked with reputed organizations such as Kotak Securities, Kredent Capital, and Majortrend Capital in various capacities.

Portfolio Details

Portfolio Composition

Large Cap
29.66%
Mid Cap
0.14%
Small Cap
13.79%
Cash & Equivalent
32.12%

Top 5 Holdings

  • Cash & Cash Equivalents 32.12%
  • Lupin Ltd 18.67%
  • Godrej Consumer Products Ltd 8.22%
  • Gujarat Pipavav Port Limited 7.17%
  • Network 18 Media & Investments Limited 3.54%

Top 5 Sectors

  • Healthcare 18.67%
  • Fast Moving Consumer Goods 10.99%
  • Services 7.17%
  • Media , Entertainment & Publication 3.54%
  • Capital Goods 2.48%

Portfolio Characteristics

total number of stocks
10
top 5 stocks percent
69.72%
top 5 sectors percent
42.85%
average market cap
N/A
portfolio age
7 Yrs, 5 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC:

Hurdle:

Profit Sharing:

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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