Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Wallfort-Ameya Fund
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%
40%
Volatility • 3 yrs deviation
1 Month
−3.12%
9.87%
6 Months
−4.71%
46.37%
1 Year
−3.08%
29.61%
3 Years
0.90%
24.62%
5 Years
2.23%
—
Since Inception
3.05%
39.89%
Fund Age
8 yrs 1 mo
20 mo
AUM
₹0.38 Cr
₹147.17 Cr
Alpha – 1 Year
−2.73%
24.89%
Alpha – 3 Years
−8.10%
12.53%
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
6.90%
25.97%
Volatility – 3 Years
8.35%
29.84%
Beta – 1 Year
0.35
1.03
Beta – 3 Years
0.40
—
Sharpe Ratio – 1 Year
-1.18
0.92
Sharpe Ratio – 3 Years
-0.31
1.29
Worst Rolling Year
0.90%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−16.09%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
99.95%
—
Median Rolling Year
7.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%