Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Alchemy - Ascent
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
4.39%
6 Months
−4.71%
8.65%
1 Year
−3.08%
14.07%
3 Years
0.90%
8.50%
5 Years
2.23%
7.26%
Since Inception
3.05%
13.68%
Fund Age
8 yrs 1 mo
6 yrs 11 mo
AUM
₹0.38 Cr
₹234.24 Cr
Alpha – 1 Year
−2.73%
9.35%
Alpha – 3 Years
−8.10%
−3.59%
Information Ratio – 3 Years
-0.39
-0.32
Volatility – 1 Year
6.90%
17.05%
Volatility – 3 Years
8.35%
19.82%
Beta – 1 Year
0.35
0.90
Beta – 3 Years
0.40
1.09
Sharpe Ratio – 1 Year
-1.18
0.55
Sharpe Ratio – 3 Years
-0.31
0.25
Worst Rolling Year
0.90%
4.86%
Value at Worst Rolling Year
₹1.01 Cr
₹1.05 Cr
Deepest Drawdown
−16.09%
−34.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
16.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 25% · M 33% · S 39%
Number of Stocks
—
70
Portfolio P/E
—
29.14
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%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%