Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.53%
−0.11%
6 Months
5.22%
2.89%
1 Year
8.94%
7.86%
3 Years
10.33%
10.62%
5 Years
10.77%
10.19%
Since Inception
10.49%
9.46%
Fund Age
9 yrs 9 mo
5 yrs 7 mo
AUM
₹67.62 Cr
₹158.06 Cr
Alpha – 1 Year
−0.44%
−1.70%
Alpha – 3 Years
0.76%
0.86%
Information Ratio – 3 Years
0.44
0.37
Volatility – 1 Year
2.31%
1.80%
Volatility – 3 Years
1.38%
3.43%
Beta – 1 Year
0.41
0.81
Beta – 3 Years
0.46
0.63
Sharpe Ratio – 1 Year
1.46
1.30
Sharpe Ratio – 3 Years
3.36
1.53
Worst Rolling Year
9.87%
8.14%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
—
Top Sectors
Others · 99.75%
Government · 0.23%
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%