Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Axis - Brand Equity PMS
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%
2.39%
6 Months
−4.71%
10.60%
1 Year
−3.08%
2.51%
3 Years
0.90%
7.68%
5 Years
2.23%
9.38%
Since Inception
3.05%
10.51%
Fund Age
8 yrs 1 mo
9 yrs 6 mo
AUM
₹0.38 Cr
₹804.15 Cr
Alpha – 1 Year
−2.73%
2.94%
Alpha – 3 Years
−8.10%
−0.89%
Information Ratio – 3 Years
-0.39
-0.08
Volatility – 1 Year
6.90%
21.76%
Volatility – 3 Years
8.35%
17.30%
Beta – 1 Year
0.35
1.23
Beta – 3 Years
0.40
1.08
Sharpe Ratio – 1 Year
-1.18
-0.04
Sharpe Ratio – 3 Years
-0.31
0.20
Worst Rolling Year
0.90%
-3.22%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−16.09%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
96.55%
Median Rolling Year
7.09%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 26% · M 6% · S 61%
Number of Stocks
—
42
Portfolio P/E
—
35.23
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 · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
—
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%