Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
SageOne - Core Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
11.42%
6 Months
−4.71%
35.03%
1 Year
−3.08%
37.21%
3 Years
0.90%
27.05%
5 Years
2.23%
21.76%
Since Inception
3.05%
19.33%
Fund Age
8 yrs 1 mo
6 yrs 10 mo
AUM
₹0.38 Cr
₹2,975 Cr
Alpha – 1 Year
−2.73%
23.77%
Alpha – 3 Years
−8.10%
6.78%
Information Ratio – 3 Years
-0.39
5.24
Volatility – 1 Year
6.90%
18.59%
Volatility – 3 Years
8.35%
19.39%
Beta – 1 Year
0.35
1.23
Beta – 3 Years
0.40
1.12
Sharpe Ratio – 1 Year
-1.18
1.44
Sharpe Ratio – 3 Years
-0.31
0.98
Worst Rolling Year
0.90%
-6.18%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−16.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.95%
92.59%
Median Rolling Year
7.09%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
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%