Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.57%
8.27%
6 Months
3.80%
25.28%
1 Year
20.95%
14.17%
3 Years
16.43%
11.84%
5 Years
15.76%
13.19%
Since Inception
14.79%
20.72%
Fund Age
5 yrs 8 mo
5 yrs 11 mo
AUM
₹116.87 Cr
₹1,246.45 Cr
Alpha – 1 Year
13.41%
9.45%
Alpha – 3 Years
5.18%
−0.25%
Information Ratio – 3 Years
0.32
0.04
Volatility – 1 Year
9.08%
23.38%
Volatility – 3 Years
12.28%
20.74%
Beta – 1 Year
0.54
1.12
Beta – 3 Years
0.90
1.17
Sharpe Ratio – 1 Year
1.56
0.45
Sharpe Ratio – 3 Years
0.88
0.42
Worst Rolling Year
10.68%
8.63%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−18.39%
−32.42%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0.5% / 0%