Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Capgrow - Growth
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%
3.35%
6 Months
−4.71%
3.75%
1 Year
−3.08%
−5.76%
3 Years
0.90%
3.98%
5 Years
2.23%
6.05%
Since Inception
3.05%
9.94%
Fund Age
8 yrs 1 mo
7 yrs 9 mo
AUM
₹0.38 Cr
₹45.09 Cr
Alpha – 1 Year
−2.73%
−8.74%
Alpha – 3 Years
−8.10%
−7.91%
Information Ratio – 3 Years
-0.39
-1.11
Volatility – 1 Year
6.90%
21.69%
Volatility – 3 Years
8.35%
18.00%
Beta – 1 Year
0.35
1.21
Beta – 3 Years
0.40
1.08
Sharpe Ratio – 1 Year
-1.18
-0.42
Sharpe Ratio – 3 Years
-0.31
0.01
Worst Rolling Year
0.90%
3.08%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−16.09%
−29.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 35% · M 13% · S 51%
Number of Stocks
—
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
—
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%