Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
−0.11%
6 Months
24.60%
2.89%
1 Year
7.56%
7.86%
3 Years
20.98%
10.62%
5 Years
—
10.19%
Since Inception
24.10%
9.46%
Fund Age
4 yrs 4 mo
5 yrs 7 mo
AUM
₹3.89 Cr
₹158.06 Cr
Alpha – 1 Year
4.58%
−1.70%
Alpha – 3 Years
9.08%
0.86%
Information Ratio – 3 Years
0.07
0.37
Volatility – 1 Year
32.74%
1.80%
Volatility – 3 Years
27.24%
3.43%
Beta – 1 Year
1.49
0.81
Beta – 3 Years
1.30
0.63
Sharpe Ratio – 1 Year
0.20
1.30
Sharpe Ratio – 3 Years
0.49
1.53
Worst Rolling Year
17.91%
8.14%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−34.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%