Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
IFM Largecap Fund
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%
−0.16%
6 Months
−4.71%
−3.46%
1 Year
−3.08%
−0.34%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
−3.49%
Fund Age
8 yrs 1 mo
14 mo
AUM
₹0.38 Cr
₹116.7 Cr
Alpha – 1 Year
−2.73%
0.01%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
17.33%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
1.08
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
-0.24
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—