Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Pace - Secure
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%
−0.11%
6 Months
7.09%
2.89%
1 Year
17.57%
7.86%
3 Years
20.39%
10.62%
5 Years
—
10.19%
Since Inception
19.75%
9.46%
Fund Age
4 yrs 2 mo
5 yrs 7 mo
AUM
₹49.8 Cr
₹158.06 Cr
Alpha – 1 Year
16.32%
−1.70%
Alpha – 3 Years
14.92%
0.86%
Information Ratio – 3 Years
1.66
0.37
Volatility – 1 Year
7.36%
1.80%
Volatility – 3 Years
8.69%
3.43%
Beta – 1 Year
1.50
0.81
Beta – 3 Years
0.91
0.63
Sharpe Ratio – 1 Year
1.55
1.30
Sharpe Ratio – 3 Years
1.63
1.53
Worst Rolling Year
18.51%
8.14%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
11.61%
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%