Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Citrus -Index plus Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.83%
6 Months
−4.71%
1.03%
1 Year
−3.08%
5.08%
3 Years
0.90%
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5 Years
2.23%
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Since Inception
3.05%
2.08%
Fund Age
8 yrs 1 mo
2 yrs 3 mo
AUM
₹0.38 Cr
₹2.33 Cr
Alpha – 1 Year
−2.73%
5.43%
Alpha – 3 Years
−8.10%
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Information Ratio – 3 Years
-0.39
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Volatility – 1 Year
6.90%
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Volatility – 3 Years
8.35%
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Beta – 1 Year
0.35
—
Beta – 3 Years
0.40
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Sharpe Ratio – 1 Year
-1.18
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Sharpe Ratio – 3 Years
-0.31
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Worst Rolling Year
0.90%
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Value at Worst Rolling Year
₹1.01 Cr
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Deepest Drawdown
−16.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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L 55% · M 24% · S 14%
Number of Stocks
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Portfolio P/E
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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