Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Wright Factor Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
10.96%
6 Months
−4.71%
14.84%
1 Year
−3.08%
16.93%
3 Years
0.90%
—
5 Years
2.23%
—
Since Inception
3.05%
20.33%
Fund Age
8 yrs 1 mo
3 yrs
AUM
₹0.38 Cr
₹214.05 Cr
Alpha – 1 Year
−2.73%
12.21%
Alpha – 3 Years
−8.10%
—
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
6.90%
22.29%
Volatility – 3 Years
8.35%
21.03%
Beta – 1 Year
0.35
0.97
Beta – 3 Years
0.40
0.97
Sharpe Ratio – 1 Year
-1.18
0.57
Sharpe Ratio – 3 Years
-0.31
0.72
Worst Rolling Year
0.90%
18.92%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−16.09%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%