Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
3.80%
13.10%
1 Year
20.95%
18.11%
3 Years
16.43%
14.56%
5 Years
15.76%
8.71%
Since Inception
14.79%
13.67%
Fund Age
5 yrs 8 mo
11 yrs 2 mo
AUM
₹116.87 Cr
₹138.06 Cr
Alpha – 1 Year
13.41%
18.46%
Alpha – 3 Years
5.18%
5.57%
Information Ratio – 3 Years
0.32
0.62
Volatility – 1 Year
9.08%
22.83%
Volatility – 3 Years
12.28%
16.72%
Beta – 1 Year
0.54
1.29
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
1.56
0.61
Sharpe Ratio – 3 Years
0.88
0.55
Worst Rolling Year
10.68%
-8.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−18.39%
−17.10%
Recovery Period
200 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.68%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%