Portfolio Management Services (PMS)Compare Schemes
Ocean-Avendus Olivo Core Equity Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ocean-Avendus Olivo Core Equity Portfolio
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
0.17%
−0.11%
6 Months
−0.88%
2.89%
1 Year
−2.91%
7.86%
3 Years
9.00%
10.62%
5 Years
9.07%
10.19%
Since Inception
14.52%
9.46%
Fund Age
6 yrs 2 mo
5 yrs 7 mo
AUM
₹209.81 Cr
₹158.06 Cr
Alpha – 1 Year
−7.63%
−1.70%
Alpha – 3 Years
−3.09%
0.86%
Information Ratio – 3 Years
-0.39
0.37
Volatility – 1 Year
14.71%
1.80%
Volatility – 3 Years
15.04%
3.43%
Beta – 1 Year
0.84
0.81
Beta – 3 Years
0.90
0.63
Sharpe Ratio – 1 Year
-0.49
1.30
Sharpe Ratio – 3 Years
0.35
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%