Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.50%
6 Months
−4.71%
2.02%
1 Year
−3.08%
0.60%
3 Years
0.90%
8.21%
5 Years
2.23%
5.75%
Since Inception
3.05%
9.73%
Fund Age
8 yrs 1 mo
6 yrs
AUM
₹0.38 Cr
₹128.19 Cr
Alpha – 1 Year
−2.73%
1.03%
Alpha – 3 Years
−8.10%
−0.36%
Information Ratio – 3 Years
-0.39
0.12
Volatility – 1 Year
6.90%
19.24%
Volatility – 3 Years
8.35%
14.76%
Beta – 1 Year
0.35
1.13
Beta – 3 Years
0.40
0.95
Sharpe Ratio – 1 Year
-1.18
-0.16
Sharpe Ratio – 3 Years
-0.31
0.24
Worst Rolling Year
0.90%
0.20%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−16.09%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
98.09%
Median Rolling Year
7.09%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%