Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Envision Capital - India Opportunities
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.39%
6 Months
−4.71%
19.31%
1 Year
−3.08%
11.21%
3 Years
0.90%
13.34%
5 Years
2.23%
15.02%
Since Inception
3.05%
17.08%
Fund Age
8 yrs 1 mo
5 yrs 4 mo
AUM
₹0.38 Cr
₹135.65 Cr
Alpha – 1 Year
−2.73%
6.49%
Alpha – 3 Years
−8.10%
1.25%
Information Ratio – 3 Years
-0.39
0.12
Volatility – 1 Year
6.90%
20.71%
Volatility – 3 Years
8.35%
17.79%
Beta – 1 Year
0.35
1.05
Beta – 3 Years
0.40
0.97
Sharpe Ratio – 1 Year
-1.18
0.35
Sharpe Ratio – 3 Years
-0.31
0.50
Worst Rolling Year
0.90%
12.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.12 Cr
Deepest Drawdown
−16.09%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 18% · M 24% · S 55%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%