Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
−4.71%
6.20%
1 Year
−3.08%
9.45%
3 Years
0.90%
11.74%
5 Years
2.23%
—
Since Inception
3.05%
12.77%
Fund Age
8 yrs 1 mo
3 yrs 7 mo
AUM
₹0.38 Cr
₹223.43 Cr
Alpha – 1 Year
−2.73%
9.88%
Alpha – 3 Years
−8.10%
3.17%
Information Ratio – 3 Years
-0.39
0.40
Volatility – 1 Year
6.90%
16.24%
Volatility – 3 Years
8.35%
16.22%
Beta – 1 Year
0.35
0.89
Beta – 3 Years
0.40
1.02
Sharpe Ratio – 1 Year
-1.18
0.30
Sharpe Ratio – 3 Years
-0.31
0.44
Worst Rolling Year
0.90%
11.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−16.09%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%