Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.50%
−0.11%
6 Months
10.26%
2.89%
1 Year
20.10%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
21.53%
9.46%
Fund Age
18 mo
5 yrs 7 mo
AUM
₹79.16 Cr
₹158.06 Cr
Alpha – 1 Year
17.12%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
19.38%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
0.85
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.76
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
—
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%