Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
−0.91%
6 Months
3.80%
−6.35%
1 Year
20.95%
3.05%
3 Years
16.43%
10.74%
5 Years
15.76%
13.00%
Since Inception
14.79%
14.74%
Fund Age
5 yrs 8 mo
7 yrs 8 mo
AUM
₹116.87 Cr
₹460.92 Cr
Alpha – 1 Year
13.41%
3.40%
Alpha – 3 Years
5.18%
1.74%
Information Ratio – 3 Years
0.32
0.33
Volatility – 1 Year
9.08%
15.87%
Volatility – 3 Years
12.28%
14.99%
Beta – 1 Year
0.54
0.95
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
1.56
-0.07
Sharpe Ratio – 3 Years
0.88
0.41
Worst Rolling Year
10.68%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.39%
—
Recovery Period
200 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.68%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%