Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Pace - Flexi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.24%
0.57%
6 Months
7.09%
3.80%
1 Year
17.57%
20.95%
3 Years
20.39%
16.43%
5 Years
—
15.76%
Since Inception
19.75%
14.79%
Fund Age
4 yrs 2 mo
5 yrs 8 mo
AUM
₹49.8 Cr
₹116.87 Cr
Alpha – 1 Year
16.32%
13.41%
Alpha – 3 Years
14.92%
5.18%
Information Ratio – 3 Years
1.66
0.32
Volatility – 1 Year
7.36%
9.08%
Volatility – 3 Years
8.69%
12.28%
Beta – 1 Year
1.50
0.54
Beta – 3 Years
0.91
0.90
Sharpe Ratio – 1 Year
1.55
1.56
Sharpe Ratio – 3 Years
1.63
0.88
Worst Rolling Year
18.51%
10.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
—
−18.39%
Recovery Period
—
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%