Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
IFM Flexicap Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.96%
6 Months
−2.07%
11.95%
1 Year
−0.17%
7.86%
3 Years
9.32%
—
5 Years
7.90%
—
Since Inception
11.39%
0.34%
Fund Age
7 yrs 6 mo
13 mo
AUM
₹2.61 Cr
₹18.23 Cr
Alpha – 1 Year
0.18%
3.14%
Alpha – 3 Years
0.32%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
16.91%
25.09%
Volatility – 3 Years
14.31%
—
Beta – 1 Year
1.05
1.36
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
-0.24
0.20
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
7.30%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−17.23%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 48% · M 3% · S 35%
Number of Stocks
26
13
Portfolio P/E
24.76
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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