Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ayan-PriceBridge Direct MF
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.86%
6 Months
−4.71%
3.14%
1 Year
−3.08%
14.41%
3 Years
0.90%
16.50%
5 Years
2.23%
—
Since Inception
3.05%
17.99%
Fund Age
8 yrs 1 mo
3 yrs 2 mo
AUM
₹0.38 Cr
₹19.19 Cr
Alpha – 1 Year
−2.73%
14.84%
Alpha – 3 Years
−8.10%
7.93%
Information Ratio – 3 Years
-0.39
1.26
Volatility – 1 Year
6.90%
16.65%
Volatility – 3 Years
8.35%
14.41%
Beta – 1 Year
0.35
0.95
Beta – 3 Years
0.40
0.95
Sharpe Ratio – 1 Year
-1.18
0.57
Sharpe Ratio – 3 Years
-0.31
0.78
Worst Rolling Year
0.90%
16.17%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−16.09%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 52% · M 24% · S 17%
Number of Stocks
—
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
—
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%