Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.82%
6 Months
−4.71%
−7.08%
1 Year
−3.08%
−4.02%
3 Years
0.90%
1.10%
5 Years
2.23%
2.02%
Since Inception
3.05%
13.04%
Fund Age
8 yrs 1 mo
17 yrs 10 mo
AUM
₹0.38 Cr
₹50.53 Cr
Alpha – 1 Year
−2.73%
−3.59%
Alpha – 3 Years
−8.10%
−7.46%
Information Ratio – 3 Years
-0.39
-1.28
Volatility – 1 Year
6.90%
16.65%
Volatility – 3 Years
8.35%
15.47%
Beta – 1 Year
0.35
1.04
Beta – 3 Years
0.40
1.04
Sharpe Ratio – 1 Year
-1.18
-0.49
Sharpe Ratio – 3 Years
-0.31
-0.20
Worst Rolling Year
0.90%
-4.00%
Value at Worst Rolling Year
₹1.01 Cr
₹0.96 Cr
Deepest Drawdown
−16.09%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
97.78%
Median Rolling Year
7.09%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 74% · M 13% · S 9%
Number of Stocks
—
15
Portfolio P/E
—
27.97
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%
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—