Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Pace - Secure
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%
−0.11%
6 Months
−2.07%
2.89%
1 Year
−0.17%
7.86%
3 Years
9.32%
10.62%
5 Years
7.90%
10.19%
Since Inception
11.39%
9.46%
Fund Age
7 yrs 6 mo
5 yrs 7 mo
AUM
₹2.61 Cr
₹158.06 Cr
Alpha – 1 Year
0.18%
−1.70%
Alpha – 3 Years
0.32%
0.86%
Information Ratio – 3 Years
0.24
0.37
Volatility – 1 Year
16.91%
1.80%
Volatility – 3 Years
14.31%
3.43%
Beta – 1 Year
1.05
0.81
Beta – 3 Years
1.01
0.63
Sharpe Ratio – 1 Year
-0.24
1.30
Sharpe Ratio – 3 Years
0.31
1.53
Worst Rolling Year
7.30%
8.14%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−17.23%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
—
Number of Stocks
26
—
Portfolio P/E
24.76
—
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%
—
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%