Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.11%
6 Months
−4.71%
4.12%
1 Year
−3.08%
−0.25%
3 Years
0.90%
10.95%
5 Years
2.23%
10.56%
Since Inception
3.05%
10.62%
Fund Age
8 yrs 1 mo
13 yrs 8 mo
AUM
₹0.38 Cr
₹41.22 Cr
Alpha – 1 Year
−2.73%
0.18%
Alpha – 3 Years
−8.10%
2.39%
Information Ratio – 3 Years
-0.39
0.52
Volatility – 1 Year
6.90%
20.61%
Volatility – 3 Years
8.35%
17.57%
Beta – 1 Year
0.35
1.24
Beta – 3 Years
0.40
1.19
Sharpe Ratio – 1 Year
-1.18
-0.18
Sharpe Ratio – 3 Years
-0.31
0.46
Worst Rolling Year
0.90%
-10.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.89 Cr
Deepest Drawdown
−16.09%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
93.48%
Median Rolling Year
7.09%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%