Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
4.84%
6 Months
−4.71%
7.61%
1 Year
−3.08%
−0.76%
3 Years
0.90%
11.28%
5 Years
2.23%
9.58%
Since Inception
3.05%
11.67%
Fund Age
8 yrs 1 mo
7 yrs 11 mo
AUM
₹0.38 Cr
₹12.5 Cr
Alpha – 1 Year
−2.73%
−3.74%
Alpha – 3 Years
−8.10%
−0.61%
Information Ratio – 3 Years
-0.39
-0.06
Volatility – 1 Year
6.90%
20.02%
Volatility – 3 Years
8.35%
16.21%
Beta – 1 Year
0.35
1.05
Beta – 3 Years
0.40
0.91
Sharpe Ratio – 1 Year
-1.18
-0.22
Sharpe Ratio – 3 Years
-0.31
0.41
Worst Rolling Year
0.90%
8.66%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−16.09%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%