Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
0.67%
6 Months
−4.71%
1.38%
1 Year
−3.08%
7.78%
3 Years
0.90%
12.37%
5 Years
2.23%
10.07%
Since Inception
3.05%
13.18%
Fund Age
8 yrs 1 mo
6 yrs 8 mo
AUM
₹0.38 Cr
₹1.13 Cr
Alpha – 1 Year
−2.73%
8.13%
Alpha – 3 Years
−8.10%
3.37%
Information Ratio – 3 Years
-0.39
0.42
Volatility – 1 Year
6.90%
17.12%
Volatility – 3 Years
8.35%
14.65%
Beta – 1 Year
0.35
0.93
Beta – 3 Years
0.40
0.90
Sharpe Ratio – 1 Year
-1.18
0.21
Sharpe Ratio – 3 Years
-0.31
0.51
Worst Rolling Year
0.90%
10.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−16.09%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%