Ace Lansdowne India Large Cap Fund

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About The AMC

Ace Partners, a company co-founded by distinguished Indian capital markets expert Vikram Kotak, and Lansdowne Partners Group, one of the leading investment management partnerships, have partnered to form Ace Lansdowne Investments. Ace Partners owns 51% of the joint venture Ace Lansdowne Investments Services LLP, while the Lansdowne Partners Group holds 49% of the shares.

Vikram Kotak co-founded Ace Partners to establish an asset management company in India. He has extensive experience in the Indian capital market. Sir Paul Ruddock and Steven Heinz launched The Lansdowne Partners Group in the UK in 1998 with the goal of creating a premier investment management partnership that is centred on providing excellent long-term investment returns and first-rate customer service. Throughout the years, The Lansdowne Partners Group has won several industry honours for both exceptional performance and functional infrastructure.

Fund Snapshot

Fund Name: Ace Lansdowne India Large Cap Fund
Fund Inception Date July 6, 2021
Fund Strategy: Large Cap, Long Only
Benchmark: Nifty 50
Suggested Investment Horizon: 3 to 5 Years
Fund Structure & AIF Category: An Open Ended, Category III Alternate Investment Fund
Minimum Investment: INR 1 Crore
Additional Investments: minimum INR 10 Lakh
Subscription/Redemption Frequency: Monthly Investment and Redemption Cycle

Fund Overview

A Category III Alternative Investment Fund established with the Securities Exchange Board of India (SEBI), Ace Lansdowne India Large Cap Fund (Fund) is an open-ended scheme (second scheme) of Ace Lansdowne India Investment Fund (AIF). It is an open-ended fund, the Fund. The fund aims to invest in large cap equity companies (i.e., the Nifty 50) of Indian-domiciled issuers listed on reputable Indian stock exchanges.

The Fund will always invest at least 80% of its assets in large-cap equity equities (i.e. Nifty 50). The remainder of the Fund shall be invested in securities apart from Nifty50 securities, debt securities, and any other securities and instruments that are permitted under SEBI AIF Rules.

A seasoned investment team with more than 50 years of collective expertise throughout market cycles manages the Fund. The group leans on the parent company, Lansdowne Partners’ extensive knowledge of international stocks. The finest in class infrastructure and service suppliers assist the team. The Fund also provides a very affordable management fee schedule.

Why Large Cap Strategy

  • Nifty is up approx. 66%* in last 5 years despite the low growth and the COVID-19 lockdown
  • It is up by approx. 4%* from the last one year and has crossed previous peaks, primarily driven by global liquidity and retail participation
  • The Fund’s mandate is to invest a minimum of 80% from Nifty50, which are presumably more trustworthy and financially strong; we further narrow it down to well chosen approx. 20 stocks [v/s 50 stocks in Nifty50] to build a sharper focus and consistent wealth creation over long term
  • Will invest in Indian Companies which have a long-term growth potential and gives investors access to participate in India’s growth story
  • Large Cap Fund not only thrive during a bull run but also stay resilient during market turbulence
  • Fund aims in generating better return than Nifty50, while managing investment / portfolio risk

Investment Universe

The Open Ended Fund at all time shall invest a minimum 80% in large cap equity stocks (i.e. Nifty 50) and balance portion of the fund can be invested in securities other than Nifty 50, debt, bonds and other instruments permissible under SEBI AIF Regulations

Investment Objective

The Fund seeks to generate better return than benchmark (Nifty50), while managing investment/portfolio risk

Value Proposition

To achieve the investment objective, the fund will seek to invest in the large cap equity stocks (i.e. Nifty 50) stocks of issuers domiciled in India listed on recognized stock exchanges in India

Consistent & Resilient

Investment in high quality large cap stocks which are market leaders will provide steady returns in the long term and at the same time stay resilient during market turbulence

Robust Investment Process

Top-Down Process

➢Economic Analysis

➢Industry Analysis

➢Ownership Analysis

Bottom Up

➢ Stock Selection

➢ Management Quality

➢ Business Model

➢ Sector Scalability

➢ Healthy Financial Matrix

Portfolio Construction

➢Stock Selection

➢Capitalization Bias

➢Sector Allocation

➢Regular Monitoring

➢Discipline approach on when to sell 

Identifying Investment

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Identifying companies with strong management and good corporate governance is at the core of the strategy along with growing business at valuations which have potential upside

Identifying companies - value / growth / mispriced

  • Value stock – Stock where value is discerned when long-term growth potential of an Investee Company is not fully reflected in the market price of the stock and which has potential to be better every year by capitalizing on its various strengths like strong brand equity, growing market share, strong management and technological excellence
  • Growth stock – As the term suggests, growth stocks are currently in the growth phase. The super– normal growth could be due to a new product, a new process, growing market share, stronger brand equity, technological breakthrough and unique position in a market, among other factors.
  • Mispriced stock – Stock which is mispriced in near term due to bad news/cyclical downturn
  • Any special situation arising from any change (positive) in management
  • Transformational changes at sector/macro level

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.