Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Emkay Investments - ENVI
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%
5.18%
6 Months
−4.71%
19.69%
1 Year
−3.08%
25.97%
3 Years
0.90%
17.02%
5 Years
2.23%
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Since Inception
3.05%
24.02%
Fund Age
8 yrs 1 mo
4 yrs 2 mo
AUM
₹0.38 Cr
₹101.01 Cr
Alpha – 1 Year
−2.73%
21.25%
Alpha – 3 Years
−8.10%
4.93%
Information Ratio – 3 Years
-0.39
0.46
Volatility – 1 Year
6.90%
21.63%
Volatility – 3 Years
8.35%
19.42%
Beta – 1 Year
0.35
1.10
Beta – 3 Years
0.40
1.04
Sharpe Ratio – 1 Year
-1.18
0.93
Sharpe Ratio – 3 Years
-0.31
0.65
Worst Rolling Year
0.90%
16.82%
Value at Worst Rolling Year
₹1.01 Cr
₹1.17 Cr
Deepest Drawdown
−16.09%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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