Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
−4.71%
6.78%
1 Year
−3.08%
13.06%
3 Years
0.90%
8.79%
5 Years
2.23%
—
Since Inception
3.05%
8.64%
Fund Age
8 yrs 1 mo
3 yrs 2 mo
AUM
₹0.38 Cr
₹66.61 Cr
Alpha – 1 Year
−2.73%
13.41%
Alpha – 3 Years
−8.10%
−0.20%
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
20.80%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
1.21
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
0.41
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
—
Recovery Period
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 90% · M 10%
Number of Stocks
—
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%