Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
JM Financial - Focus
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.03%
6 Months
−4.71%
6.82%
1 Year
−3.08%
3.42%
3 Years
0.90%
13.55%
5 Years
2.23%
9.47%
Since Inception
3.05%
15.08%
Fund Age
8 yrs 1 mo
13 yrs 9 mo
AUM
₹0.38 Cr
₹319.05 Cr
Alpha – 1 Year
−2.73%
0.44%
Alpha – 3 Years
−8.10%
1.66%
Information Ratio – 3 Years
-0.39
0.24
Volatility – 1 Year
6.90%
13.79%
Volatility – 3 Years
8.35%
15.92%
Beta – 1 Year
0.35
0.75
Beta – 3 Years
0.40
0.91
Sharpe Ratio – 1 Year
-1.18
-0.08
Sharpe Ratio – 3 Years
-0.31
0.53
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
—
49
Portfolio P/E
—
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%