Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
1.81%
6 Months
3.80%
1.04%
1 Year
20.95%
0.26%
3 Years
16.43%
5.24%
5 Years
15.76%
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Since Inception
14.79%
8.72%
Fund Age
5 yrs 8 mo
3 yrs 3 mo
AUM
₹116.87 Cr
₹10.49 Cr
Alpha – 1 Year
13.41%
−5.71%
Alpha – 3 Years
5.18%
−5.66%
Information Ratio – 3 Years
0.32
-0.42
Volatility – 1 Year
9.08%
12.03%
Volatility – 3 Years
12.28%
9.92%
Beta – 1 Year
0.54
1.11
Beta – 3 Years
0.90
1.06
Sharpe Ratio – 1 Year
1.56
-0.37
Sharpe Ratio – 3 Years
0.88
0.02
Worst Rolling Year
10.68%
4.93%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−18.39%
−12.18%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
6.41%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
—
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%