Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Alchemy Smart Alpha 250
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.23%
6 Months
−4.71%
5.86%
1 Year
−3.08%
18.36%
3 Years
0.90%
18.72%
5 Years
2.23%
—
Since Inception
3.05%
18.90%
Fund Age
8 yrs 1 mo
3 yrs
AUM
₹0.38 Cr
₹750.57 Cr
Alpha – 1 Year
−2.73%
13.64%
Alpha – 3 Years
−8.10%
6.63%
Information Ratio – 3 Years
-0.39
0.54
Volatility – 1 Year
6.90%
20.46%
Volatility – 3 Years
8.35%
21.62%
Beta – 1 Year
0.35
1.00
Beta – 3 Years
0.40
1.18
Sharpe Ratio – 1 Year
-1.18
0.66
Sharpe Ratio – 3 Years
-0.31
0.66
Worst Rolling Year
0.90%
18.50%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−29.06%
Recovery Period
Not yet recovered
394 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.09%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 37% · M 53% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
—
—
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%