Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.73%
6 Months
−2.07%
2.87%
1 Year
−0.17%
8.13%
3 Years
9.32%
16.18%
5 Years
7.90%
18.39%
Since Inception
11.39%
20.76%
Fund Age
7 yrs 6 mo
10 yrs
AUM
₹2.61 Cr
₹12,257.23 Cr
Alpha – 1 Year
0.18%
5.15%
Alpha – 3 Years
0.32%
4.29%
Information Ratio – 3 Years
0.24
0.41
Volatility – 1 Year
16.91%
17.45%
Volatility – 3 Years
14.31%
14.35%
Beta – 1 Year
1.05
0.98
Beta – 3 Years
1.01
0.87
Sharpe Ratio – 1 Year
-0.24
0.22
Sharpe Ratio – 3 Years
0.31
0.68
Worst Rolling Year
7.30%
-5.58%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−17.23%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
13.22%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 55% · M 21% · S 12%
Number of Stocks
26
40
Portfolio P/E
24.76
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%