As you are aware, currently an investor can hold securities in either physical or electronic form. The investor can transfer the securities held in physical form by sending the certificates to the Registrar & Transfer Agent (RTA) of the Issuer, along with transfer deed. If the documents are in order, the RTA transfers the securities in the name of the transferee by endorsement at the back of the certificate(s). However, with reference to SEBI notification No. SEBI/LAD-NRO/GN/2018/24 dated 8th June 2018, and the subsequent CDSL Communique No. CDSL/OPS/DP/POLCY/2018/351 dated 6th July 2018, please note that effective from 1st April 2019, the securities held in the physical form, will not be transferable. Only the securities held in electronic form will be transferable. Hence, kindly get the physical shares, if any, dematerialized by 1st April 2019, to avoid any inconvenience regarding the transfer of securities post this date. Please note that post 1st April 2019, the physical shares can be transferred to another person only in case of transmission [means the transfer of securities in case of death of holder(s)] or in case of transposition of securities [means a change of sequence of current holder mentioned on certificate].
   
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Ace Cash

What is ACE (Advise on Combination Equity)?

ACE is a pre-packaged algo based advisory product based on fundamentals aiming to invest in high growth oriented companies to deliver superior returns. There are 2 products with ACE:

> ACE Cash – Investment only in equity segment
> ACE Derivatives – Investment in Futures & Options

Why Invest in ACE?

  • Disciplined Investment – System based stock selection and execution of trade without any human intervention or emotional bias enhance chances of superior returns.
  • Transparency – All trades are executed only after confirmation from the client.
  • No Exit Load – There is no lock in period for ACE, however ideal investment horizon 1-3 yrs.
  • High growth orient stocks selected – Only those stocks are selected which have a potential to give minimum 30% returns.
  • Intelligent Filters for stock selection – Only fundamentally strong stocks with the market cap of minimum 1000 Crs. are selected.
  • Regular Performance Review – Portfolio performance is reviewed every quarter to eliminate not performing stocks.
  • Diversification of portfolio – No Concentration in a particular sector. Maximum 20% allocation in one sector.
  • Easy top up & withdrawal options – You can top up easily and withdraw from the portfolio.
  • Real Time Tracking – Track your ACE portfolio in the go through Web and Mobile app
  • Staggered Investment – Money invested in 4 tranches to ensure non-concentration of investment.

Stock Selection Criteria, Portfolio Allocation & Stock exit criteria from Portfolio

Stock Selection

  • Fair price of a stock determined as per algo and only those stocks picked which have minimum 30% difference from CMP.
  • Ranks based on the scope to grow from current levels.
  • Filters of market cap > 1000 cr, 70% price compliance with forecasts.
  • Moves on to next stock, if one could not be bought.
  • Only MOSL research coverage stocks selected.

Portfolio Allocation

  • Not more than 20% of the portfolio is invested in a single industry.
  • In case the top 5 stocks in the portfolio are from the same industry – not more than 20% in one or more stocks.
  • Minimum 5 Stocks, Maximum 20, Average 10-12 (for 5 lakhs AUM).

Criteria for exiting from Stock

  • Serious issue with the corporate governance of the company.
  • Target/Exit level as per algo is reached.
  • The stock does not have the potential to grow (CMP is close to fair price)

Note: Fair price/high growth stocks determined by Profits (GP, NP & OP), ROCE & Absolute Sales

Product Comparison

PMS MF ACE
20 – 25 stocks in a portfolio Over diversification – Investmentin 60-80 stocks 15-20 stocks in a portfolio
100% Non Discretionary 100% Non Discretionary Partly Non discretionary – Clienthas to confirm Buy & Sell transactions
Investment Horizon 3-5 years Investment Horizon 3-5 years Investment Horizon 1-3 years
Stocks held in a separate demataccount Stocks not held in portfolio ofclient Stocks held in same demat account
No Lock in period but Exit loadmay apply Lock in period in case of closeended funds No Lock in period without any cavet
Fundamentals based on expectedfuture earnings Fundamentals based on expectedfuture earnings Fundamentals based on pastperformance and current earnings.
Physical Documentation Online Process Online Process

Past Performance of ACE Cash

Nifty Performance
Ending in 1 year 2 years 3 years 4 years 5 years
2011 -25.14
2012 26.96 -2.51
2013 7.38 16.76 0.68
2014 31.38 18.77 21.44 7.6
2015 4.05 12.27 10.62 14.49 5.17
2016 3.01 -0.58 9.1 8.66 12.1
ACE Performance
Ending in 1 year 2 years 3 years 4 years 5 years
2011 -7.72
2012 49.94 18.5
2013 12.11 27.72 13.81
2014 63.16 39.35 41.55 25.9
2015 25.7 37.64 31.67 35.18 24.27
2016 12.33 17.44 30.65 28.14 31.45

Frequently Asked Questions

  • What is the benchmark for ACE and Why?
  • Does your past data assure future returns?
What is the benchmark for ACE and Why?

NIFTY is considered as the benchmark index for ACE as it is considered as a benchmark for Indian equities globally. Our aim is to deliver you a performance which is better than the index.

Does your past data assure future returns?

“ Past performance is no guarantee for future returns”. However, please note that we not only look at the stock prices, but we also look at the fundamental growth of the company and review positions at the end of each quarter as soon as the results are announced by the companies. We believe that share prices of companies reporting better profits will eventually reach higher levels

Charges, Commercials & Other terms

Activity Steps ACE – Cash ACE – Derivatives
Advisory Fees Rs.20,000 Rs.20,000
Minimum Investment Rs.5,00,000/- Rs.15,00,000/-
TOP up amount Multiples ofRs.2,00,000/- Multiples ofRs.5,00,000/-
Brokerage Delivery – 0.5% Futures – 0.05%Options – Rs.50 per

lot
Partial Withdrawal Up to 40% ofportfolio value No partialwithdrawal

How to Invest?

Step 1: Log on to MOSL account through MO Investor App or Investor Web.

Step 2: Click on Invest Now and select ACE Cash.

Step 3: Click Proceed.

Step 4: Fill Risk Profiling questionnaire and click Next (If client has already subscribed for ACE cash, this step will be skipped).

Step 5: Your Risk Profile will be displayed. Click Proceed.

Step 6: Click Agree on Terms & Conditions page.

Step 7: Click on Subscribe. Rs 20000/- + GST (18%) will be deducted. Transfer funds if there is no ledger balance.

Step 8: Enter the desired amount (min 5 lakhs) and Click on Invest to generate a portfolio. Transfer funds if there is no ledger balance.

Step 9: Your portfolio will be generated in 30 minutes. You will get a notification for confirmation. Once you confirm investment will be done.

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