Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
NJ - Multicap
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%
2.92%
6 Months
−4.71%
8.20%
1 Year
−3.08%
15.48%
3 Years
0.90%
18.05%
5 Years
2.23%
15.54%
Since Inception
3.05%
14.61%
Fund Age
8 yrs 1 mo
10 yrs 4 mo
AUM
₹0.38 Cr
₹747.6 Cr
Alpha – 1 Year
−2.73%
15.83%
Alpha – 3 Years
−8.10%
9.06%
Information Ratio – 3 Years
-0.39
0.72
Volatility – 1 Year
6.90%
18.67%
Volatility – 3 Years
8.35%
21.45%
Beta – 1 Year
0.35
1.12
Beta – 3 Years
0.40
1.31
Sharpe Ratio – 1 Year
-1.18
0.58
Sharpe Ratio – 3 Years
-0.31
0.64
Worst Rolling Year
0.90%
-13.89%
Value at Worst Rolling Year
₹1.01 Cr
₹0.86 Cr
Deepest Drawdown
−16.09%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
77.45%
Median Rolling Year
7.09%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%