Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Right Horizons - Perennial
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%
−0.19%
6 Months
−2.07%
11.46%
1 Year
−0.17%
8.21%
3 Years
9.32%
12.09%
5 Years
7.90%
11.81%
Since Inception
11.39%
13.34%
Fund Age
7 yrs 6 mo
5 yrs 3 mo
AUM
₹2.61 Cr
₹34.29 Cr
Alpha – 1 Year
0.18%
5.23%
Alpha – 3 Years
0.32%
0.21%
Information Ratio – 3 Years
0.24
0.17
Volatility – 1 Year
16.91%
24.84%
Volatility – 3 Years
14.31%
21.42%
Beta – 1 Year
1.05
1.25
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
-0.24
0.21
Sharpe Ratio – 3 Years
0.31
0.49
Worst Rolling Year
7.30%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−17.23%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 5% · M 7% · S 69%
Number of Stocks
26
37
Portfolio P/E
24.76
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%