Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.79%
6 Months
−4.71%
10.53%
1 Year
−3.08%
15.92%
3 Years
0.90%
22.93%
5 Years
2.23%
18.33%
Since Inception
3.05%
17.15%
Fund Age
8 yrs 1 mo
16 yrs 10 mo
AUM
₹0.38 Cr
₹767.31 Cr
Alpha – 1 Year
−2.73%
11.20%
Alpha – 3 Years
−8.10%
10.84%
Information Ratio – 3 Years
-0.39
1.21
Volatility – 1 Year
6.90%
20.11%
Volatility – 3 Years
8.35%
18.00%
Beta – 1 Year
0.35
1.06
Beta – 3 Years
0.40
1.03
Sharpe Ratio – 1 Year
-1.18
0.57
Sharpe Ratio – 3 Years
-0.31
0.95
Worst Rolling Year
0.90%
-14.86%
Value at Worst Rolling Year
₹1.01 Cr
₹0.85 Cr
Deepest Drawdown
−16.09%
−20.27%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
99.95%
82.37%
Median Rolling Year
7.09%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
—
L 23% · M 38% · S 34%
Number of Stocks
—
41
Portfolio P/E
—
36.67
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
—
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%