Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
−4.71%
6.66%
1 Year
−3.08%
7.95%
3 Years
0.90%
14.01%
5 Years
2.23%
12.40%
Since Inception
3.05%
16.07%
Fund Age
8 yrs 1 mo
12 yrs 5 mo
AUM
₹0.38 Cr
₹27.98 Cr
Alpha – 1 Year
−2.73%
3.23%
Alpha – 3 Years
−8.10%
1.92%
Information Ratio – 3 Years
-0.39
0.55
Volatility – 1 Year
6.90%
16.42%
Volatility – 3 Years
8.35%
14.36%
Beta – 1 Year
0.35
0.92
Beta – 3 Years
0.40
0.91
Sharpe Ratio – 1 Year
-1.18
0.15
Sharpe Ratio – 3 Years
-0.31
0.63
Worst Rolling Year
0.90%
-4.39%
Value at Worst Rolling Year
₹1.01 Cr
₹0.96 Cr
Deepest Drawdown
−16.09%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
99.95%
97.43%
Median Rolling Year
7.09%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%