Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
−0.11%
6 Months
7.97%
2.89%
1 Year
6.21%
7.86%
3 Years
12.78%
10.62%
5 Years
14.19%
10.19%
Since Inception
16.41%
9.46%
Fund Age
7 yrs 3 mo
5 yrs 7 mo
AUM
₹115.97 Cr
₹158.06 Cr
Alpha – 1 Year
1.49%
−1.70%
Alpha – 3 Years
0.69%
0.86%
Information Ratio – 3 Years
0.20
0.37
Volatility – 1 Year
15.75%
1.80%
Volatility – 3 Years
15.69%
3.43%
Beta – 1 Year
0.82
0.81
Beta – 3 Years
0.88
0.63
Sharpe Ratio – 1 Year
0.12
1.30
Sharpe Ratio – 3 Years
0.51
1.53
Worst Rolling Year
11.84%
8.14%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−23.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%