Thriving Ace Portfolio in Indian Stock Market: March 2025 Performance & Analysis

Highlights of the relevant Ace Portfolio in Indian Stock Market

For March 2025, the ‘ICICI Securities’ has shown good performance for the current Quarter. Indicating a strong first-month return of 9.73%, which significantly exceeded its benchmark, the Nifty 50 TRI, which yielded 6.31% during that period. The Ace Portfolio in Indian Stock Market did show good results but was not up to the benchmarks. The Indian stock market was closed on Friday, April 18, 2025, due to the Good Friday holiday.

However, on Thursday, April 17, 2025, the previous trading day witnessed a substantial upshift in the benchmark indices, with the Sensex and Nifty 50 posting significant gains. This positive market sentiment and the recent strong performance of the identified “Ace Portfolio” suggest a favorable period for the Indian stock market. Furthermore, the activities of prominent individual investors such as Ashish Kacholia, Dolly Khanna and Vijay Kedia, often referred to as “ace investors,” continue to draw attention and majorly influence the investors of the market, most of the small traders refer to Ace investors as a benchmark for them to follow their lead and invest like them.

Investors should closely monitor the Ace Portfolio in Indian Stock Market as it continues to adapt to changing market conditions.

The analysis of the Ace Portfolio in Indian Stock Market reveals that strategic decisions by fund managers can greatly influence returns.

As part of the ongoing evaluation, the Ace Portfolio in Indian Stock Market is expected to show continued growth amidst market fluctuations.

In-depth Analysis of the Ace Portfolio in Indian Stock Market for March 2025

Performance Analysis of ICICI Securities – Ace Portfolio

The recent performance of the Ace Portfolio in Indian Stock Market highlights the importance of market timing and strategic asset allocation.

As of the end of March 2025, the ICICI Securities – Ace Portfolio displayed a noticeable first-month return of 9.73%. This performance significantly surpassed its benchmark, the Nifty 50 TRI, which registered a return of 6.31% over the same period. Examining the portfolio’s performance across longer timeframes provides a more detailed picture. Over the past year, the portfolio yielded a return of 4.68%, slightly lower than the benchmark’s 6.65%.

However, the 2-year and 3-year returns paint a more positive picture, with the portfolio attaining 27.64% and 16.73% respectively, compared to the benchmark’s 17.77% and 11.75%. The 5-year return for the portfolio stands at 17.77%.

Looking at the financial year performance, the portfolio delivered returns of 2.18% in financial year 2021, a strong 21.61% in financial year 2022, a negative and unpleasant return of negative 3.35% in financial year 2023, and improved by 55.69% in financial year 2024. The recent surge in the 1-month return, outperforming the benchmark, could indicate a favorable outcome of the portfolio’s holdings with current market trends or the success of recent strategic adjustments.

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Future analysis of the Ace Portfolio in Indian Stock Market will consider macroeconomic factors influencing investment outcomes.

Investors are advised to review the Ace Portfolio in Indian Stock Market regularly to adjust their strategies effectively.

Understanding the dynamics of the Ace Portfolio in Indian Stock Market is crucial for investors aiming to maximize returns.

The Ace Portfolio in Indian Stock Market emphasizes the need for diversification to mitigate risks.

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Ashish Kacholia’s strategies, including his Ace Portfolio in Indian Stock Market, serve as a benchmark for many investors.

Kacholia’s Ace Portfolio in Indian Stock Market is characterized by a focus on growth-oriented companies.

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Investors are keen to understand how Kedia’s Ace Portfolio in Indian Stock Market adapts to changing economic conditions.

ICICI Securities Holdings and Allocations according to their Portfolio

The strategies employed in Kedia’s Ace Portfolio in Indian Stock Market reflect a deep understanding of market trends.

Understandably, ICICI Securities’ current strategies are focused on long-term stability; therefore, they have invested to a greater degree in the large-cap stocks, which constitute 68.59% of their portfolio. This is complemented by an allocation of 18.91% to Mid Cap stocks and 12.5% to Small Cap stocks.

Monitoring the Ace Portfolio in Indian Stock Market has become essential for investors seeking long-term success.

The insights gleaned from the Ace Portfolio in Indian Stock Market can provide valuable lessons for new investors.

They are aiming to invest in more established companies. Investment or market is expected to experience less price fluctuation than usual or previously. This suggests a greater likelihood of stable and predictable performance, with smaller price swings in either direction. This will result in the potential growth in the small and mid-cap segments.

ICICI, being linked to the Financial services, the another major part of its portfolio that relates to the financial sector, being 19.88%. Along with the Capital goods of 14.64%. Other sectors on which the organisation has invested are listed, such as, Automobile sector 10.28%, in the  Airline sector, InterGlobe Aviation Limited (IndiGo) holding of 5.28%, Healthcare at 6.86%, and metals at 6.5%. Understanding the upcoming potential of the telecommunication industry, the portfolio also has two separate holdings of 5.44% and 5.43% in the Bharti Airtel Ltd. The portfolio’s emphasis in the future holding in the financial sector of 5.3% and 5.23%.

Other Prominent ‘Ace Investors’ Strategy for March 2025

Analysis of Ashish Kacholia’s Ace Portfolio 

Investing in the Ace Portfolio in Indian Stock Market requires understanding both risks and opportunities.

Overall, the Ace Portfolio in Indian Stock Market demonstrates the potential for high rewards with informed decision-making.

Ashish Kacholia, being one of the most famous ace investors in the Indian stock market, mostly focuses on investing in the mid and small-cap segments. Publicly declared his portfolio holdings of a total of 44 stocks with the estimated net worth exceeding ₹2574.8 crores. 

In the Fourth Quarter on the Financial Year 2025 he has invested in various companies such as  1.2% of stocks in Concord Control Systems Ltd, 3.6% of stocks in Shree OSFM E-Mobility Ltd, 5.1% of stocks in Qualitek Labs Ltd, and 1.9% in Quadrant Future Tek Ltd.

Seemingly Ashish Kacholia increased its holdings in Qualitek Labs to 5.1% even as the company’s loss of  26% in the promoter’s holdings (which might indicate the reduced confidence in the company’s promoters in the organisation). Kacholia reduced his investment in AWFIS from 3.89% to 2.51%, even after the company’s improvement in sales by 41% from the financial year  2019 to the financial year 2024.

Analysis of Vijay Kedia’s Ace Portfolio

Another very big and famous name in the stock market of India, Vijay Kedia widely respected for his investment strategies. Small-scale investors look closely at his portfolio strategy and try to replicate the results in favorable outcomes. Kedia’s strategy mostly revolves around the sectors related to the retail industry.

Portfolio Activities on Vijay Kedia till March 2025 are as follows:-

• Reduction of investment  in the telecom company Tejas Networks by 0.3% of stake (1.03% to 1% now)
• Tejas Networks’ gradual decrease in the holding in the recent quarters could be the potential reason.

We can conclude that

• ICICI Secruritie Ace Portfolios shows mixed results as the posrtfoli showed faviurable returns of 9.73% in the March , 2025.
  • Performing better in Nifty 50 TRI’s of 6.31% for the month.
  • It’s long term performance in below the benchmark of 6..5% being only 4.68%
  • Long-term perspective remains positive for ICICI Securities.

• Performance of other individual Ace Investors.
  • Ashish Kacholia stays leaned towards the small and mid cap stocks.
    • Bought stocks in:-
      • 1.2% of stocks in Concord Control Systems Ltd
      •  3.6% of stocks in Shree OSFM E-Mobility Ltd
      • 5.1% of stocks in Qualitek Labs Ltd
      • 1.9% in Quadrant Future Tek Ltd.
    • Increased his investment in Quadrant Future Tek Ltd by 5.1%.
    • Decreased his investment in AWFIS from 3.89% to 2.51%.

• Vijay Kedia pulled back his investment from Tejas Networks from 1.03% to 1% only.