Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
1.41%
6 Months
−2.07%
13.18%
1 Year
−0.17%
2.91%
3 Years
9.32%
14.27%
5 Years
7.90%
—
Since Inception
11.39%
11.83%
Fund Age
7 yrs 6 mo
4 yrs 11 mo
AUM
₹2.61 Cr
₹31.01 Cr
Alpha – 1 Year
0.18%
−1.81%
Alpha – 3 Years
0.32%
2.18%
Information Ratio – 3 Years
0.24
0.24
Volatility – 1 Year
16.91%
18.67%
Volatility – 3 Years
14.31%
17.11%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
-0.24
-0.04
Sharpe Ratio – 3 Years
0.31
0.56
Worst Rolling Year
7.30%
12.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−17.23%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 90% · M 2% · S 8%
L 37% · M 30% · S 33%
Number of Stocks
26
26
Portfolio P/E
24.76
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—