Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
AlfAccurate Advisors - AAA Budding Beasts
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%
4.40%
6 Months
−4.71%
22.62%
1 Year
−3.08%
24.22%
3 Years
0.90%
21.85%
5 Years
2.23%
23.03%
Since Inception
3.05%
26.36%
Fund Age
8 yrs 1 mo
5 yrs 7 mo
AUM
₹0.38 Cr
₹1,251.52 Cr
Alpha – 1 Year
−2.73%
19.50%
Alpha – 3 Years
−8.10%
9.76%
Information Ratio – 3 Years
-0.39
1.14
Volatility – 1 Year
6.90%
21.48%
Volatility – 3 Years
8.35%
19.09%
Beta – 1 Year
0.35
1.12
Beta – 3 Years
0.40
1.08
Sharpe Ratio – 1 Year
-1.18
0.87
Sharpe Ratio – 3 Years
-0.31
0.92
Worst Rolling Year
0.90%
19.03%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 27% · S 55%
Number of Stocks
—
60
Portfolio P/E
—
39.40
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%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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%
2% / 0% / 0%