Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Karma - Wealth Builder
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%
4.30%
6 Months
−4.71%
9.50%
1 Year
−3.08%
10.30%
3 Years
0.90%
13.40%
5 Years
2.23%
13.85%
Since Inception
3.05%
12.90%
Fund Age
8 yrs 1 mo
19 yrs 8 mo
AUM
₹0.38 Cr
₹295.65 Cr
Alpha – 1 Year
−2.73%
5.60%
Alpha – 3 Years
−8.10%
1.30%
Information Ratio – 3 Years
-0.39
0.46
Volatility – 1 Year
6.90%
20.18%
Volatility – 3 Years
8.35%
17.30%
Beta – 1 Year
0.35
1.09
Beta – 3 Years
0.40
1.05
Sharpe Ratio – 1 Year
-1.18
0.32
Sharpe Ratio – 3 Years
-0.31
0.49
Worst Rolling Year
0.90%
-20.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.79 Cr
Deepest Drawdown
−16.09%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
82.46%
Median Rolling Year
7.09%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –