Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Green Portfolio - Special
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.75%
6 Months
−4.71%
26.95%
1 Year
−3.08%
13.12%
3 Years
0.90%
17.80%
5 Years
2.23%
15.04%
Since Inception
3.05%
22.70%
Fund Age
8 yrs 1 mo
8 yrs
AUM
₹0.38 Cr
₹357.26 Cr
Alpha – 1 Year
−2.73%
10.14%
Alpha – 3 Years
−8.10%
5.90%
Information Ratio – 3 Years
-0.39
0.31
Volatility – 1 Year
6.90%
32.38%
Volatility – 3 Years
8.35%
25.45%
Beta – 1 Year
0.35
1.68
Beta – 3 Years
0.40
1.37
Sharpe Ratio – 1 Year
-1.18
0.36
Sharpe Ratio – 3 Years
-0.31
0.56
Worst Rolling Year
0.90%
11.19%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−16.09%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%