Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
−4.71%
8.59%
1 Year
−3.08%
1.40%
3 Years
0.90%
11.84%
5 Years
2.23%
6.21%
Since Inception
3.05%
7.85%
Fund Age
8 yrs 1 mo
5 yrs 3 mo
AUM
₹0.38 Cr
₹3.73 Cr
Alpha – 1 Year
−2.73%
−3.32%
Alpha – 3 Years
−8.10%
−0.25%
Information Ratio – 3 Years
-0.39
0.11
Volatility – 1 Year
6.90%
23.13%
Volatility – 3 Years
8.35%
17.54%
Beta – 1 Year
0.35
1.25
Beta – 3 Years
0.40
0.97
Sharpe Ratio – 1 Year
-1.18
-0.06
Sharpe Ratio – 3 Years
-0.31
0.45
Worst Rolling Year
0.90%
5.77%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−16.09%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 3% · M 32% · S 59%
Number of Stocks
—
19
Portfolio P/E
—
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%