Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
−1.86%
6 Months
−4.71%
0.50%
1 Year
−3.08%
6.34%
3 Years
0.90%
19.74%
5 Years
2.23%
16.62%
Since Inception
3.05%
20.10%
Fund Age
8 yrs 1 mo
6 yrs 1 mo
AUM
₹0.38 Cr
₹56.91 Cr
Alpha – 1 Year
−2.73%
1.64%
Alpha – 3 Years
−8.10%
7.64%
Information Ratio – 3 Years
-0.39
0.90
Volatility – 1 Year
6.90%
16.52%
Volatility – 3 Years
8.35%
17.18%
Beta – 1 Year
0.35
0.89
Beta – 3 Years
0.40
1.04
Sharpe Ratio – 1 Year
-1.18
0.14
Sharpe Ratio – 3 Years
-0.31
0.84
Worst Rolling Year
0.90%
18.93%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 59% · M 40%
Number of Stocks
—
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%