Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Axis - Core & Satellite 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%
0.11%
6 Months
−4.71%
10.76%
1 Year
−3.08%
8.14%
3 Years
0.90%
7.76%
5 Years
2.23%
10.03%
Since Inception
3.05%
11.69%
Fund Age
8 yrs 1 mo
6 yrs 8 mo
AUM
₹0.38 Cr
₹87.23 Cr
Alpha – 1 Year
−2.73%
8.57%
Alpha – 3 Years
−8.10%
−0.81%
Information Ratio – 3 Years
-0.39
0.02
Volatility – 1 Year
6.90%
23.09%
Volatility – 3 Years
8.35%
18.26%
Beta – 1 Year
0.35
1.29
Beta – 3 Years
0.40
1.11
Sharpe Ratio – 1 Year
-1.18
0.21
Sharpe Ratio – 3 Years
-0.31
0.22
Worst Rolling Year
0.90%
6.59%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−16.09%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%