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Invesq Optimiser Portfolio vs Pace-smart alpha

Invesq Optimiser Portfolio

Pace-smart alpha

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Growth of ₹1 Crore

Invesq Optimiser Portfolio

Pace-smart alpha

Return for the risk

1 yr return

10%

15%

20%

Pace-smart alpha

12% • vol 5.7%

10%

20%

Volatility • 1 yr deviation

1 Month

2.46%

0.10%

6 Months

—

5.29%

1 Year

—

12.01%

3 Years

—

5 Years

—

Since Inception

18.42%

9.21%

Fund Age

7 mo

2 yrs 1 mo

AUM

₹18.44 Cr

₹1.45 Cr

Alpha – 1 Year

—

4.47%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

5.65%

Volatility – 3 Years

—

Beta – 1 Year

—

0.55

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.12

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

37.22

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

0% / 0% / 0%

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