Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Xylem Maverick Strategy
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%
9.42%
6 Months
3.80%
52.78%
1 Year
20.95%
27.27%
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
23.72%
Fund Age
5 yrs 8 mo
19 mo
AUM
₹116.87 Cr
₹71.55 Cr
Alpha – 1 Year
13.41%
22.55%
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
9.08%
31.93%
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.54
1.29
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
1.56
0.74
Sharpe Ratio – 3 Years
0.88
—
Worst Rolling Year
10.68%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.39%
−27.01%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.68%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%