Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Buoyant - Opportunities
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%
1.73%
6 Months
−4.71%
2.87%
1 Year
−3.08%
8.13%
3 Years
0.90%
16.18%
5 Years
2.23%
18.39%
Since Inception
3.05%
20.76%
Fund Age
8 yrs 1 mo
10 yrs
AUM
₹0.38 Cr
₹12,257.23 Cr
Alpha – 1 Year
−2.73%
5.15%
Alpha – 3 Years
−8.10%
4.29%
Information Ratio – 3 Years
-0.39
0.41
Volatility – 1 Year
6.90%
17.45%
Volatility – 3 Years
8.35%
14.35%
Beta – 1 Year
0.35
0.98
Beta – 3 Years
0.40
0.87
Sharpe Ratio – 1 Year
-1.18
0.22
Sharpe Ratio – 3 Years
-0.31
0.68
Worst Rolling Year
0.90%
-5.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−16.09%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
99.95%
87.09%
Median Rolling Year
7.09%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
—
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%