Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Eureka signature approach
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%
0.53%
6 Months
−4.71%
8.20%
1 Year
−3.08%
10.87%
3 Years
0.90%
16.09%
5 Years
2.23%
14.49%
Since Inception
3.05%
9.93%
Fund Age
8 yrs 1 mo
8 yrs 9 mo
AUM
₹0.38 Cr
₹64.23 Cr
Alpha – 1 Year
−2.73%
7.11%
Alpha – 3 Years
−8.10%
5.20%
Information Ratio – 3 Years
-0.39
0.63
Volatility – 1 Year
6.90%
21.13%
Volatility – 3 Years
8.35%
19.82%
Beta – 1 Year
0.35
1.16
Beta – 3 Years
0.40
1.20
Sharpe Ratio – 1 Year
-1.18
0.35
Sharpe Ratio – 3 Years
-0.31
0.59
Worst Rolling Year
0.90%
-6.69%
Value at Worst Rolling Year
₹1.01 Cr
₹0.93 Cr
Deepest Drawdown
−16.09%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
99.95%
90.85%
Median Rolling Year
7.09%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –