Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
6.10%
6 Months
−4.71%
8.11%
1 Year
−3.08%
−2.73%
3 Years
0.90%
11.42%
5 Years
2.23%
12.09%
Since Inception
3.05%
13.75%
Fund Age
8 yrs 1 mo
5 yrs 5 mo
AUM
₹0.38 Cr
₹205.48 Cr
Alpha – 1 Year
−2.73%
−5.71%
Alpha – 3 Years
−8.10%
−0.47%
Information Ratio – 3 Years
-0.39
-0.07
Volatility – 1 Year
6.90%
23.93%
Volatility – 3 Years
8.35%
22.69%
Beta – 1 Year
0.35
1.24
Beta – 3 Years
0.40
1.17
Sharpe Ratio – 1 Year
-1.18
-0.23
Sharpe Ratio – 3 Years
-0.31
0.35
Worst Rolling Year
0.90%
11.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−16.09%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%