Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
−4.71%
3.53%
1 Year
−3.08%
−0.08%
3 Years
0.90%
14.56%
5 Years
2.23%
12.33%
Since Inception
3.05%
18.88%
Fund Age
8 yrs 1 mo
16 yrs 7 mo
AUM
₹0.38 Cr
₹1,574.57 Cr
Alpha – 1 Year
−2.73%
0.35%
Alpha – 3 Years
−8.10%
5.99%
Information Ratio – 3 Years
-0.39
0.72
Volatility – 1 Year
6.90%
16.64%
Volatility – 3 Years
8.35%
15.28%
Beta – 1 Year
0.35
0.97
Beta – 3 Years
0.40
0.94
Sharpe Ratio – 1 Year
-1.18
-0.25
Sharpe Ratio – 3 Years
-0.31
0.61
Worst Rolling Year
0.90%
-0.31%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−16.09%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
99.36%
Median Rolling Year
7.09%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 39% · M 8% · S 47%
Number of Stocks
—
33
Portfolio P/E
—
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%