Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ckredence-Diversified Fund
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%
5.36%
6 Months
−4.71%
17.83%
1 Year
−3.08%
22.60%
3 Years
0.90%
18.89%
5 Years
2.23%
16.73%
Since Inception
3.05%
18.63%
Fund Age
8 yrs 1 mo
5 yrs 2 mo
AUM
₹0.38 Cr
₹146.97 Cr
Alpha – 1 Year
−2.73%
17.88%
Alpha – 3 Years
−8.10%
6.80%
Information Ratio – 3 Years
-0.39
0.75
Volatility – 1 Year
6.90%
20.18%
Volatility – 3 Years
8.35%
16.94%
Beta – 1 Year
0.35
1.05
Beta – 3 Years
0.40
0.94
Sharpe Ratio – 1 Year
-1.18
0.85
Sharpe Ratio – 3 Years
-0.31
0.80
Worst Rolling Year
0.90%
15.50%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−16.09%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 20% · M 19% · S 58%
Number of Stocks
—
32
Portfolio P/E
—
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
—
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%