Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ckredence-Business Cycle 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%
2.97%
6 Months
−4.71%
18.69%
1 Year
−3.08%
17.43%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
17.76%
Fund Age
8 yrs 1 mo
2 yrs 9 mo
AUM
₹0.38 Cr
₹197.55 Cr
Alpha – 1 Year
−2.73%
17.78%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
20.32%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
1.06
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
0.63
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 18% · M 24% · S 51%
Number of Stocks
—
35
Portfolio P/E
—
35.70
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%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
—
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%