Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Right Horizons - Super Value Fund
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%
3.00%
6 Months
−2.07%
20.83%
1 Year
−0.17%
12.18%
3 Years
9.32%
13.97%
5 Years
7.90%
17.12%
Since Inception
11.39%
15.75%
Fund Age
7 yrs 6 mo
13 yrs 8 mo
AUM
₹2.61 Cr
₹205.48 Cr
Alpha – 1 Year
0.18%
9.20%
Alpha – 3 Years
0.32%
2.09%
Information Ratio – 3 Years
0.24
0.40
Volatility – 1 Year
16.91%
27.53%
Volatility – 3 Years
14.31%
22.15%
Beta – 1 Year
1.05
1.45
Beta – 3 Years
1.01
1.20
Sharpe Ratio – 1 Year
-0.24
0.35
Sharpe Ratio – 3 Years
0.31
0.55
Worst Rolling Year
7.30%
-9.57%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−17.23%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
13.22%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 90% · M 2% · S 8%
L 17% · M 21% · S 60%
Number of Stocks
26
30
Portfolio P/E
24.76
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%