Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
QED Capital - Core Equity
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%
2.59%
6 Months
−4.71%
−7.48%
1 Year
−3.08%
2.63%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
2.29%
Fund Age
8 yrs 1 mo
16 mo
AUM
₹0.38 Cr
₹10.89 Cr
Alpha – 1 Year
−2.73%
−2.09%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
13.82%
Volatility – 3 Years
8.35%
—
Beta – 1 Year
0.35
0.65
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
-0.12
Sharpe Ratio – 3 Years
-0.31
—
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 47% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%