Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.87%
6 Months
−4.71%
10.71%
1 Year
−3.08%
14.18%
3 Years
0.90%
22.17%
5 Years
2.23%
23.46%
Since Inception
3.05%
19.11%
Fund Age
8 yrs 1 mo
8 yrs
AUM
₹0.38 Cr
₹120.99 Cr
Alpha – 1 Year
−2.73%
9.46%
Alpha – 3 Years
−8.10%
10.08%
Information Ratio – 3 Years
-0.39
0.87
Volatility – 1 Year
6.90%
18.02%
Volatility – 3 Years
8.35%
20.69%
Beta – 1 Year
0.35
1.00
Beta – 3 Years
0.40
1.12
Sharpe Ratio – 1 Year
-1.18
0.53
Sharpe Ratio – 3 Years
-0.31
0.83
Worst Rolling Year
0.90%
9.94%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−16.09%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
32.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 20% · M 23% · S 47%
Number of Stocks
—
19
Portfolio P/E
—
29.90
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%
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
—
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%