Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Estee-I-Alpha
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%
−0.25%
6 Months
−4.71%
3.36%
1 Year
−3.08%
7.71%
3 Years
0.90%
10.42%
5 Years
2.23%
9.09%
Since Inception
3.05%
10.42%
Fund Age
8 yrs 1 mo
16 yrs 11 mo
AUM
₹0.38 Cr
₹257.93 Cr
Alpha – 1 Year
−2.73%
0.40%
Alpha – 3 Years
−8.10%
2.97%
Information Ratio – 3 Years
-0.39
2.62
Volatility – 1 Year
6.90%
1.99%
Volatility – 3 Years
8.35%
1.94%
Beta – 1 Year
0.35
0.35
Beta – 3 Years
0.40
0.35
Sharpe Ratio – 1 Year
-1.18
1.45
Sharpe Ratio – 3 Years
-0.31
3.79
Worst Rolling Year
0.90%
7.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−16.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%