Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−2.07%
11.49%
1 Year
−0.17%
3.89%
3 Years
9.32%
8.19%
5 Years
7.90%
11.02%
Since Inception
11.39%
10.97%
Fund Age
7 yrs 6 mo
13 yrs 8 mo
AUM
₹2.61 Cr
₹360.51 Cr
Alpha – 1 Year
0.18%
0.91%
Alpha – 3 Years
0.32%
−3.69%
Information Ratio – 3 Years
0.24
-0.18
Volatility – 1 Year
16.91%
23.04%
Volatility – 3 Years
14.31%
19.34%
Beta – 1 Year
1.05
1.26
Beta – 3 Years
1.01
1.17
Sharpe Ratio – 1 Year
-0.24
0.04
Sharpe Ratio – 3 Years
0.31
0.30
Worst Rolling Year
7.30%
-8.10%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−17.23%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
13.22%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 38% · M 28% · S 33%
Number of Stocks
26
29
Portfolio P/E
24.76
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%