Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−0.11%
6 Months
−2.30%
2.89%
1 Year
1.68%
7.86%
3 Years
13.91%
10.62%
5 Years
—
10.19%
Since Inception
14.05%
9.46%
Fund Age
3 yrs 10 mo
5 yrs 7 mo
AUM
₹53.78 Cr
₹158.06 Cr
Alpha – 1 Year
−3.04%
−1.70%
Alpha – 3 Years
1.82%
0.86%
Information Ratio – 3 Years
0.34
0.37
Volatility – 1 Year
15.80%
1.80%
Volatility – 3 Years
15.64%
3.43%
Beta – 1 Year
0.86
0.81
Beta – 3 Years
0.97
0.63
Sharpe Ratio – 1 Year
-0.15
1.30
Sharpe Ratio – 3 Years
0.71
1.53
Worst Rolling Year
15.78%
8.14%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−18.40%
—
Recovery Period
275 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%