Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Right Horizons - Super Value Fund
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%
3.00%
6 Months
−4.71%
20.83%
1 Year
−3.08%
12.18%
3 Years
0.90%
13.97%
5 Years
2.23%
17.12%
Since Inception
3.05%
15.75%
Fund Age
8 yrs 1 mo
13 yrs 8 mo
AUM
₹0.38 Cr
₹205.48 Cr
Alpha – 1 Year
−2.73%
9.20%
Alpha – 3 Years
−8.10%
2.09%
Information Ratio – 3 Years
-0.39
0.40
Volatility – 1 Year
6.90%
27.53%
Volatility – 3 Years
8.35%
22.15%
Beta – 1 Year
0.35
1.45
Beta – 3 Years
0.40
1.20
Sharpe Ratio – 1 Year
-1.18
0.35
Sharpe Ratio – 3 Years
-0.31
0.55
Worst Rolling Year
0.90%
-9.57%
Value at Worst Rolling Year
₹1.01 Cr
₹0.90 Cr
Deepest Drawdown
−16.09%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
93.51%
Median Rolling Year
7.09%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%