Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
−4.71%
22.17%
1 Year
−3.08%
13.49%
3 Years
0.90%
12.21%
5 Years
2.23%
11.23%
Since Inception
3.05%
22.14%
Fund Age
8 yrs 1 mo
7 yrs 4 mo
AUM
₹0.38 Cr
₹1,280.4 Cr
Alpha – 1 Year
−2.73%
8.77%
Alpha – 3 Years
−8.10%
0.12%
Information Ratio – 3 Years
-0.39
0.01
Volatility – 1 Year
6.90%
24.60%
Volatility – 3 Years
8.35%
22.41%
Beta – 1 Year
0.35
1.20
Beta – 3 Years
0.40
1.15
Sharpe Ratio – 1 Year
-1.18
0.41
Sharpe Ratio – 3 Years
-0.31
0.39
Worst Rolling Year
0.90%
4.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−16.09%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%