Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Sundaram Alternate - SELF
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
7.67%
6 Months
−4.71%
27.70%
1 Year
−3.08%
47.52%
3 Years
0.90%
23.98%
5 Years
2.23%
15.87%
Since Inception
3.05%
18.55%
Fund Age
8 yrs 1 mo
16 yrs 2 mo
AUM
₹0.38 Cr
₹1,022.92 Cr
Alpha – 1 Year
−2.73%
42.80%
Alpha – 3 Years
−8.10%
11.89%
Information Ratio – 3 Years
-0.39
1.12
Volatility – 1 Year
6.90%
28.29%
Volatility – 3 Years
8.35%
20.76%
Beta – 1 Year
0.35
1.36
Beta – 3 Years
0.40
1.07
Sharpe Ratio – 1 Year
-1.18
1.33
Sharpe Ratio – 3 Years
-0.31
0.99
Worst Rolling Year
0.90%
-4.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.95 Cr
Deepest Drawdown
−16.09%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.95%
97.86%
Median Rolling Year
7.09%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%