Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
−2.07%
13.10%
1 Year
−0.17%
18.11%
3 Years
9.32%
14.56%
5 Years
7.90%
8.71%
Since Inception
11.39%
13.67%
Fund Age
7 yrs 6 mo
11 yrs 2 mo
AUM
₹2.61 Cr
₹138.06 Cr
Alpha – 1 Year
0.18%
18.46%
Alpha – 3 Years
0.32%
5.57%
Information Ratio – 3 Years
0.24
0.62
Volatility – 1 Year
16.91%
22.83%
Volatility – 3 Years
14.31%
16.72%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
-0.24
0.61
Sharpe Ratio – 3 Years
0.31
0.55
Worst Rolling Year
7.30%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−17.23%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.22%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
24.76
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%