Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Eklavya Equity
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%
−0.98%
6 Months
−4.71%
4.93%
1 Year
−3.08%
−0.37%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
4.91%
Fund Age
8 yrs 1 mo
2 yrs 1 mo
AUM
₹0.38 Cr
₹8 Cr
Alpha – 1 Year
−2.73%
−0.02%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
12.93%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
0.72
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
-0.38
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
6.09%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−16.09%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%