Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Incred-Small & MidCap 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%
4.27%
6 Months
−4.71%
−8.15%
1 Year
−3.08%
−5.39%
3 Years
0.90%
10.81%
5 Years
2.23%
—
Since Inception
3.05%
11.07%
Fund Age
8 yrs 1 mo
5 yrs
AUM
₹0.38 Cr
₹121.08 Cr
Alpha – 1 Year
−2.73%
−5.32%
Alpha – 3 Years
−8.10%
−2.65%
Information Ratio – 3 Years
-0.39
-0.15
Volatility – 1 Year
6.90%
24.51%
Volatility – 3 Years
8.35%
24.85%
Beta – 1 Year
0.35
1.17
Beta – 3 Years
0.40
1.18
Sharpe Ratio – 1 Year
-1.18
-0.34
Sharpe Ratio – 3 Years
-0.31
0.32
Worst Rolling Year
0.90%
9.88%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−16.09%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
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%