Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
2.85%
6 Months
−4.71%
22.81%
1 Year
−3.08%
15.74%
3 Years
0.90%
19.34%
5 Years
2.23%
—
Since Inception
3.05%
24.49%
Fund Age
8 yrs 1 mo
3 yrs 3 mo
AUM
₹0.38 Cr
₹446.96 Cr
Alpha – 1 Year
−2.73%
11.02%
Alpha – 3 Years
−8.10%
7.25%
Information Ratio – 3 Years
-0.39
0.86
Volatility – 1 Year
6.90%
23.09%
Volatility – 3 Years
8.35%
17.79%
Beta – 1 Year
0.35
1.11
Beta – 3 Years
0.40
0.93
Sharpe Ratio – 1 Year
-1.18
0.51
Sharpe Ratio – 3 Years
-0.31
0.79
Worst Rolling Year
0.90%
19.32%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
Portfolio P/E
—
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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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—