Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
0.67%
6 Months
−2.07%
6.20%
1 Year
−0.17%
9.45%
3 Years
9.32%
11.74%
5 Years
7.90%
—
Since Inception
11.39%
12.77%
Fund Age
7 yrs 6 mo
3 yrs 7 mo
AUM
₹2.61 Cr
₹223.43 Cr
Alpha – 1 Year
0.18%
9.88%
Alpha – 3 Years
0.32%
3.17%
Information Ratio – 3 Years
0.24
0.40
Volatility – 1 Year
16.91%
16.24%
Volatility – 3 Years
14.31%
16.22%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
1.01
1.02
Sharpe Ratio – 1 Year
-0.24
0.30
Sharpe Ratio – 3 Years
0.31
0.44
Worst Rolling Year
7.30%
11.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−17.23%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 45% · M 31% · S 19%
Number of Stocks
26
96
Portfolio P/E
24.76
27.01
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
1.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%