Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ambit - caliber
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.17%
6 Months
−4.71%
3.92%
1 Year
−3.08%
9.29%
3 Years
0.90%
14.80%
5 Years
2.23%
9.78%
Since Inception
3.05%
14.35%
Fund Age
8 yrs 1 mo
5 yrs 5 mo
AUM
₹0.38 Cr
₹95.56 Cr
Alpha – 1 Year
−2.73%
9.72%
Alpha – 3 Years
−8.10%
6.23%
Information Ratio – 3 Years
-0.39
0.76
Volatility – 1 Year
6.90%
16.82%
Volatility – 3 Years
8.35%
15.81%
Beta – 1 Year
0.35
1.02
Beta – 3 Years
0.40
0.98
Sharpe Ratio – 1 Year
-1.18
0.29
Sharpe Ratio – 3 Years
-0.31
0.61
Worst Rolling Year
0.90%
5.26%
Value at Worst Rolling Year
₹1.01 Cr
₹1.05 Cr
Deepest Drawdown
−16.09%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 55% · M 33% · S 10%
Number of Stocks
—
59
Portfolio P/E
—
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%