Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Motilal Oswal-Founders
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.25%
6 Months
−4.71%
15.19%
1 Year
−3.08%
3.21%
3 Years
0.90%
19.65%
5 Years
2.23%
—
Since Inception
3.05%
25.09%
Fund Age
8 yrs 1 mo
3 yrs 5 mo
AUM
₹0.38 Cr
₹4,148.34 Cr
Alpha – 1 Year
−2.73%
0.23%
Alpha – 3 Years
−8.10%
7.77%
Information Ratio – 3 Years
-0.39
0.62
Volatility – 1 Year
6.90%
21.54%
Volatility – 3 Years
8.35%
22.15%
Beta – 1 Year
0.35
1.06
Beta – 3 Years
0.40
1.15
Sharpe Ratio – 1 Year
-1.18
-0.01
Sharpe Ratio – 3 Years
-0.31
0.68
Worst Rolling Year
0.90%
19.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%