Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
3.80%
23.02%
1 Year
20.95%
—
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
13.86%
Fund Age
5 yrs 8 mo
10 mo
AUM
₹116.87 Cr
₹13.6 Cr
Alpha – 1 Year
13.41%
—
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
9.08%
—
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.54
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
1.56
—
Sharpe Ratio – 3 Years
0.88
—
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
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
—
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%