iBasket Performance - July 2023

ACE Core iBaskets

Date of Inception 1 Year 2 Years Since Inception
ACE - LARGECAP 26.06% 11.34% 35.61%
15-05-2020
Benchmark (BSE 100) 22.21% 10.68% 27.19%

ACE - MIDCAP 50.09% 24.74% 52.36%

20-05-2020
Benchmark (BSE Midcap) 31.65% 13.11% 35.15%

ACE - SMALLCAP 78.22% 25.97% 55.09%

26-05-2020
Benchmark (BSE Smallcap) 32.92% 12.30% 43.76%

ACE Thematic iBaskets

Date of Inception 1 year 2 years Since Inception
ACE - Power 56.81% 23.28% 26.97%
24-03-2021
Benchmark (BSE 500) 22.20% 10.31% 13.99%

ACE - Bullet Train 98.14% 34.87% 39.37%

22-03-2021
Benchmark (BSE 500) 22.20% 10.31% 13.41%

ACE - Super Dividend 78.07% 27.74% 31.06%

24-03-2021
Benchmark (BSE 500) 22.20% 10.31% 13.99%

ACE - Bharat Defense 122.67% 62.78% 60.78%

22-03-2021
Benchmark (BSE 500) 22.20% 10.31% 14.00%

ACE - Digital Transformation 25.58% - 1.74%

29-10-2021
Benchmark (BSE 500) 22.20% - 5.19%

ACE - Capital Enablers - - 36.16%

21-10-2022
Benchmark (BSE 500) - - 8.44%

Performance up to 1 Year is absolute and above 1 Year is CAGR. All Performance above are as of 30th Jun 2023.

Email: retailresearch@acm.co.in Disclaimer :

This report is based on information that we consider reliable, but we do not represent
Research Analyst Registration Number: INH000002483 that it is accurate or complete and it should not be relied upon such. ACMIIL or any of
CIN: U65990MH1993PLC075388 its affiliates or employees shall not be in any way responsible for any loss or damage
Download Investmentz app: that may arise to any person from any inadvertent error in the information contained in
the report. To enhance transparency we have incorporated a Disclosure of Interest
Statement in this document. This should however not be treated as endorsement of the
views expressed in the report.
Follow us on:
You are also requested to refer to the disclaimer available on
http://www.investmentz.com/disclaimer