Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Alphaa MPT Plus Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Alphaa MPT Plus Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
−0.02%
6 Months
−4.71%
3.82%
1 Year
−3.08%
5.88%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
13.46%
Fund Age
8 yrs 1 mo
2 yrs 11 mo
AUM
₹0.38 Cr
₹17.93 Cr
Alpha – 1 Year
−2.73%
6.23%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
0.93
Volatility – 1 Year
6.90%
18.15%
Volatility – 3 Years
8.35%
15.54%
Beta – 1 Year
0.35
1.08
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
0.11
Sharpe Ratio – 3 Years
-0.31
0.60
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−15.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 66% · M 30% · S 4%
Number of Stocks
—
38
Portfolio P/E
—
28.05
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 · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
Top Sectors
—
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0% / 0%