Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
−0.11%
6 Months
16.85%
2.89%
1 Year
9.30%
7.86%
3 Years
14.05%
10.62%
5 Years
14.30%
10.19%
Since Inception
24.29%
9.46%
Fund Age
14 yrs 10 mo
5 yrs 7 mo
AUM
₹372.24 Cr
₹158.06 Cr
Alpha – 1 Year
4.58%
−1.70%
Alpha – 3 Years
1.97%
0.86%
Information Ratio – 3 Years
0.33
0.37
Volatility – 1 Year
21.18%
1.80%
Volatility – 3 Years
20.18%
3.43%
Beta – 1 Year
1.04
0.81
Beta – 3 Years
1.12
0.63
Sharpe Ratio – 1 Year
0.27
1.30
Sharpe Ratio – 3 Years
0.49
1.53
Worst Rolling Year
-10.46%
8.14%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
2% / 0% / 0%