Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
First Global - Indian Multi Asset Allocation
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%
1.49%
6 Months
−4.71%
−0.27%
1 Year
−3.08%
7.71%
3 Years
0.90%
8.88%
5 Years
2.23%
8.76%
Since Inception
3.05%
13.52%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹0.38 Cr
₹23.87 Cr
Alpha – 1 Year
−2.73%
0.17%
Alpha – 3 Years
−8.10%
−2.38%
Information Ratio – 3 Years
-0.39
-0.16
Volatility – 1 Year
6.90%
13.29%
Volatility – 3 Years
8.35%
12.09%
Beta – 1 Year
0.35
1.31
Beta – 3 Years
0.40
1.39
Sharpe Ratio – 1 Year
-1.18
0.23
Sharpe Ratio – 3 Years
-0.31
0.33
Worst Rolling Year
0.90%
8.03%
Value at Worst Rolling Year
₹1.01 Cr
₹1.08 Cr
Deepest Drawdown
−16.09%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
66
Portfolio P/E
—
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%