Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
SBI MF - ESG 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%
2.26%
6 Months
−4.71%
18.40%
1 Year
−3.08%
9.21%
3 Years
0.90%
13.13%
5 Years
2.23%
13.39%
Since Inception
3.05%
14.83%
Fund Age
8 yrs 1 mo
10 yrs
AUM
₹0.38 Cr
₹666.2 Cr
Alpha – 1 Year
−2.73%
9.64%
Alpha – 3 Years
−8.10%
4.56%
Information Ratio – 3 Years
-0.39
0.38
Volatility – 1 Year
6.90%
18.95%
Volatility – 3 Years
8.35%
16.01%
Beta – 1 Year
0.35
0.98
Beta – 3 Years
0.40
0.90
Sharpe Ratio – 1 Year
-1.18
0.27
Sharpe Ratio – 3 Years
-0.31
0.52
Worst Rolling Year
0.90%
-3.31%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−16.09%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
99.95%
96.71%
Median Rolling Year
7.09%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%