Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Right Horizons - Alphabots India Largecap 50
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%
4.41%
6 Months
−4.71%
0.07%
1 Year
−3.08%
4.08%
3 Years
0.90%
6.47%
5 Years
2.23%
—
Since Inception
3.05%
11.08%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹0.38 Cr
₹1.91 Cr
Alpha – 1 Year
−2.73%
4.51%
Alpha – 3 Years
−8.10%
−2.09%
Information Ratio – 3 Years
-0.39
-0.44
Volatility – 1 Year
6.90%
16.64%
Volatility – 3 Years
8.35%
14.35%
Beta – 1 Year
0.35
0.98
Beta – 3 Years
0.40
1.00
Sharpe Ratio – 1 Year
-1.18
-0.01
Sharpe Ratio – 3 Years
-0.31
0.13
Worst Rolling Year
0.90%
5.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−16.09%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –