Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
ORO - All Weather Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
−0.19%
6 Months
−4.71%
−0.42%
1 Year
−3.08%
−4.58%
3 Years
0.90%
16.32%
5 Years
2.23%
13.17%
Since Inception
3.05%
13.94%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹0.38 Cr
₹13.16 Cr
Alpha – 1 Year
−2.73%
−7.56%
Alpha – 3 Years
−8.10%
4.42%
Information Ratio – 3 Years
-0.39
0.49
Volatility – 1 Year
6.90%
16.90%
Volatility – 3 Years
8.35%
17.54%
Beta – 1 Year
0.35
0.86
Beta – 3 Years
0.40
0.99
Sharpe Ratio – 1 Year
-1.18
-0.52
Sharpe Ratio – 3 Years
-0.31
0.69
Worst Rolling Year
0.90%
3.91%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−16.09%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%