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 Derivatives?
Stock Selection Criteria, Portfolio Allocation & Stock exit criteria from Portfolio
Stock Selection
Portfolio Allocation
Criteria for exiting from Stock
Past Performance of ACE Derivatives
2017 | ||
Month | ACE Derivatives | Nifty |
Jan-17 | 12.31% | 4.67% |
Feb-17 | 2.16% | 1.87% |
Mar-17 | -1.38% | 2.55% |
Apr-17 | -5.53% | 0.72% |
May-17 | 6.10% | 3.30% |
Jun-17 | 6.30% | -0.99% |
Jul-17 | 8.50% | 4.81% |
Aug-17 | 4.40% | -1.95% |
Sep-17 | 5.14% | -1.03% |
Absolute Returns | 0.38 | 0.1395 |
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 of Rs. 2,00,000/- | Multiples of Rs. 5,00,000/- |
Brokerage | Delivery – 0.5% | Futures – 0.05% Options – Rs.50 per lot |
Partial Withdrawal | Up to 40% of portfolio value | No partial withdrawal |
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 Derivatives.
Step 3: Click Proceed.
Step 4: Fill Risk Profiling questionnaire and click Next (If the 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 15 lakhs) and Click on Invest to generate the 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.