Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ksema - Alpha
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%
1.08%
6 Months
−4.71%
1.74%
1 Year
−3.08%
10.49%
3 Years
0.90%
12.80%
5 Years
2.23%
12.91%
Since Inception
3.05%
15.37%
Fund Age
8 yrs 1 mo
7 yrs 7 mo
AUM
₹0.38 Cr
₹15.96 Cr
Alpha – 1 Year
−2.73%
10.84%
Alpha – 3 Years
−8.10%
3.80%
Information Ratio – 3 Years
-0.39
0.47
Volatility – 1 Year
6.90%
19.22%
Volatility – 3 Years
8.35%
17.53%
Beta – 1 Year
0.35
1.18
Beta – 3 Years
0.40
1.15
Sharpe Ratio – 1 Year
-1.18
0.34
Sharpe Ratio – 3 Years
-0.31
0.48
Worst Rolling Year
0.90%
12.46%
Value at Worst Rolling Year
₹1.01 Cr
₹1.12 Cr
Deepest Drawdown
−16.09%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%