Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
−4.71%
13.10%
1 Year
−3.08%
18.11%
3 Years
0.90%
14.56%
5 Years
2.23%
8.71%
Since Inception
3.05%
13.67%
Fund Age
8 yrs 1 mo
11 yrs 2 mo
AUM
₹0.38 Cr
₹138.06 Cr
Alpha – 1 Year
−2.73%
18.46%
Alpha – 3 Years
−8.10%
5.57%
Information Ratio – 3 Years
-0.39
0.62
Volatility – 1 Year
6.90%
22.83%
Volatility – 3 Years
8.35%
16.72%
Beta – 1 Year
0.35
1.29
Beta – 3 Years
0.40
1.00
Sharpe Ratio – 1 Year
-1.18
0.61
Sharpe Ratio – 3 Years
-0.31
0.55
Worst Rolling Year
0.90%
-8.44%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−16.09%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.95%
92.53%
Median Rolling Year
7.09%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%