Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.80%
6 Months
−4.71%
7.35%
1 Year
−3.08%
9.59%
3 Years
0.90%
7.90%
5 Years
2.23%
12.07%
Since Inception
3.05%
14.25%
Fund Age
8 yrs 1 mo
13 yrs 1 mo
AUM
₹0.38 Cr
₹106.28 Cr
Alpha – 1 Year
−2.73%
9.94%
Alpha – 3 Years
−8.10%
−1.10%
Information Ratio – 3 Years
-0.39
-0.12
Volatility – 1 Year
6.90%
15.58%
Volatility – 3 Years
8.35%
14.39%
Beta – 1 Year
0.35
0.83
Beta – 3 Years
0.40
0.84
Sharpe Ratio – 1 Year
-1.18
0.33
Sharpe Ratio – 3 Years
-0.31
0.24
Worst Rolling Year
0.90%
-8.02%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−16.09%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
93.28%
Median Rolling Year
7.09%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%