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

*Coming Soon
Why Invest in ACE?

• Disciplined Investment - System based stock selection and execution of

trade without any human intervention or emotional bias enhances chances
of superior returns

• Transparency – All trades are executed only after confirmation from 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 market cap of minimum 1000 crs are selected
Why Invest in ACE? Contd….

• 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 scope to grow from current levels
 Filters of mkt 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 corporate governance of the company
 Target/Exit level as per algo is reached
 Stock does not have 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
Over diversification - Investment
20 - 25 stocks in a portfolio in 60-80 stocks 15-20 stocks in a portfolio
Partly Non discretionary - Client
has to confirm Buy & Sell
100% Non Discretionary 100% Non Discretionary transactions

Investment Horizon 3-5 years Investment Horizon 3-5 years Investment Horizon 1-3 years
Stocks held in a separate demat Stocks not held in portfolio of Stocks held in same demat
account client account
No Lock in period but Exit load Lock in period in case of close No Lock in period without any
may apply ended funds caveat
Fundamentals based on past
Fundamentals based on expected Fundamentals based on expected performance and current
future earnings future earnings earnings
Physical Documentation Online Process Online Process
Past Performance of ACE

Outperformance Over Nifty

Ending in 1 year 2 years 3 years 4 years 5 years
2011 17.42
2012 22.98 21.01
2013 4.73 10.96 13.13
2014 31.78 20.58 20.11 18.30
2015 21.65 25.37 21.05 20.69 19.10
2016 9.32 18.02 21.55 19.48 19.35
Source: MOSL Advisory

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FAQs
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/-

Multiples of Multiples of
TOP up amount
Rs.2,00,000/- Rs.5,00,000/-
Futures – 0.05%
Brokerage Delivery - 0.5% Options – Rs.50 per
lot
Up to 40% of No partial
Partial Withdrawal
portfolio value 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 Cash

Step 3: Click Proceed

Step 4: Fill Risk Profiling questionnaire and click Next

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/- will be deducted. Transfer funds if there is no

ledger balance

Step 8: Enter desired amount (min 5 lakhs) and Click on Invest to generate 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.