Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.22%
6 Months
−4.71%
21.55%
1 Year
−3.08%
12.76%
3 Years
0.90%
17.77%
5 Years
2.23%
17.56%
Since Inception
3.05%
17.72%
Fund Age
8 yrs 1 mo
6 yrs 8 mo
AUM
₹0.38 Cr
₹42.03 Cr
Alpha – 1 Year
−2.73%
8.04%
Alpha – 3 Years
−8.10%
5.68%
Information Ratio – 3 Years
-0.39
0.47
Volatility – 1 Year
6.90%
28.82%
Volatility – 3 Years
8.35%
20.90%
Beta – 1 Year
0.35
1.51
Beta – 3 Years
0.40
1.13
Sharpe Ratio – 1 Year
-1.18
0.37
Sharpe Ratio – 3 Years
-0.31
0.64
Worst Rolling Year
0.90%
11.09%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−16.09%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
—
—
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%