Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.53%
−0.11%
6 Months
0.57%
2.89%
1 Year
—
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
2.03%
9.46%
Fund Age
7 mo
5 yrs 7 mo
AUM
₹0.29 Cr
₹158.06 Cr
Alpha – 1 Year
—
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
—
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
—
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
—
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 6%
—
Number of Stocks
20
—
Portfolio P/E
15.87
—
Top 5 Holdings
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
—
Top Sectors
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
—
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%