Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Concept Investwell - Legend Flexi
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%
0.12%
6 Months
−4.71%
0.78%
1 Year
−3.08%
0.49%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
4.91%
Fund Age
8 yrs 1 mo
2 yrs 3 mo
AUM
₹0.38 Cr
₹1.52 Cr
Alpha – 1 Year
−2.73%
−2.49%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
16.48%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
0.92
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
-0.33
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−13.58%
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 64% · M 1% · S 35%
Number of Stocks
—
28
Portfolio P/E
—
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
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%