Should I invest in Morgan Stanley A.C.E. Fund?

We don't give personal investment advice. Morgan Stanley A.C.E. Fund- Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 30.9%. 5-year CAGR: 16.29%.

Morgan Stanley

Morgan Stanley A.C.E. Fund- Growth

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.77%	+0.06%	-0.84	271 / 299	Q4
1W	+0.41%	-3.61%	+4.02	101 / 303	Q2
2W	-1.44%	-4.52%	+3.08	182 / 303	Q3
1M	+4.01%	-5.64%	+9.64	70 / 302	Q1
3M	+15.59%	-4.27%	+19.86	13 / 302	Q1
6M	+22.64%	+1.48%	+21.16	38 / 307	Q1
YTD	+22.34%	-0.18%	+22.52	50 / 309	Q1
1Y	+43.38%	+7.10%	+36.28	34 / 307	Q1
2Y	+25.93%	+2.20%	+23.73	29 / 303	Q1
3Y	+12.58%	+0.76%	+11.82	76 / 264	Q2
4Y	+9.93%	+0.58%	+9.35	72 / 235	Q2
5Y	+16.29%	+0.02%	+16.27	17 / 208	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.19%	+0.51%	+11.67	43 / 310	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2014 YTD	+22.34%	+34.59%	-12.25	105 / 133
2013	+6.46%	+0.03%	+6.43	35 / 154
2012	+31.90%	+23.57%	+8.34	46 / 190
2011	-26.21%	-23.68%	-2.53	162 / 241
2010	+23.27%	+11.69%	+11.59	33 / 256
2009	+99.24%	+65.86%	+33.38	25 / 238
2008	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.12%

64 windows

min -33.1% · max 140.1%

75% positive

3-Year rolling

+11.02%

40 windows

min -2.7% · max 36.0%

90% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+16.75%

15 windows

min 7.0% · max 24.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.56%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

0.59

Downside-only deviation

Max drawdown

-21.02%

Jul 2011 → Dec 2011

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
26 Jun 2014	₹20.6970
25 Jun 2014	₹20.8580
24 Jun 2014	₹20.8970
23 Jun 2014	₹20.6630
20 Jun 2014	₹20.5240
19 Jun 2014	₹20.6130
18 Jun 2014	₹20.7370
17 Jun 2014	₹20.8880
16 Jun 2014	₹20.6210
13 Jun 2014	₹20.6460

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Morgan Stanley A.C.E. Fund- Growth is a Growth from Morgan Stanley (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Morgan Stanley A.C.E. Fund- Growth has NAV history starting from 10 Apr 2008, a track record of about 18 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Morgan Stanley A.C.E. Fund- Growth is managed by Morgan Stanley. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Morgan Stanley A.C.E. Fund- Growth has delivered a absolute return of 43.38% — +36.28 pp ahead of the Growth category average of 7.10%. The fund ranks #34 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Morgan Stanley A.C.E. Fund- Growth has delivered a CAGR of 12.58% — +11.82 pp ahead of the Growth category average of 0.76%. The fund ranks #76 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Morgan Stanley A.C.E. Fund- Growth has delivered a CAGR of 16.29% — +16.27 pp ahead of the Growth category average of 0.02%. The fund ranks #17 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Morgan Stanley A.C.E. Fund- Growth exactly 5 years ago would be worth approximately ₹212,648 today — a multiplier of 2.13×, based on the 5-year CAGR of 16.29%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Morgan Stanley A.C.E. Fund- Growth over the last 5 years — total invested ₹600,000 — would be worth ₹880,573 today. That's an XIRR (money-weighted annualised return) of 15.33%.

Morgan Stanley A.C.E. Fund- Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹880,573 — XIRR 15.33%.

On a 5-year basis, Morgan Stanley A.C.E. Fund- Growth ranks #17 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 16.29%.

The worst peak-to-trough decline Morgan Stanley A.C.E. Fund- Growth has experienced over the last 5-year window is 30.90% — its NAV fell from a high on 08 Nov 2010 to a low on 20 Dec 2011. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Morgan Stanley A.C.E. Fund- Growth averaged 16.75% (best 24.54%, worst 6.95%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2013, Morgan Stanley A.C.E. Fund- Growth returned 6.46% — beating the Growth category average of 0.03% by 6.43 pp. It ranked #35 of 154 in its category that year.

Morgan Stanley A.C.E. Fund- Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Morgan Stanley A.C.E. Fund- Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 30.9%. 5-year CAGR: 16.29%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.