Affluense AI AFFLUENSE

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

The portfolio is designed to encompass approximately 12 to 15 carefully selected equities. Our investment methodology, termed 'QARP' (Quality at a Reasonable Price), involves a rigorous assessment of quality based on four key pillars: Growth prospects, Profit Margins, Cash Flow Generation, and Return Ratios.

Investment Objective

This investment strategy focuses on a diversified portfolio of listed equities across various industry sectors. Investment selection is predicated on companies demonstrating robust historical financial performance or possessing strong potential for future financial enhancement. The approach is specifically tailored for investors with a long-term investment outlook seeking exposure to the equity markets.

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 a robust nine-year tenure in Capital Markets, Investment Banking, Business Valuation, and Financial Modeling, he demonstrates exceptional analytical acumen and a profound comprehension of financial data and investment instruments. His contributions have been instrumental in formulating business strategies and executing valuations across a spectrum of industries. He brings a track record of successfully steering significant projects and extensive experience as a Research Analyst within Portfolio Management Services (PMS). Prior to his tenure at Acepro, he held diverse roles at distinguished firms including Kotak Securities, Kredent Capital, and Majortrend Capital.

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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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