Portfolio Management Services (PMS)
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Pace - Secure vs Prabhudas Lilladher - Atom

Pace - Secure
Prabhudas Lilladher - Atom
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Growth of ₹1 Crore
Pace - Secure
Prabhudas Lilladher - Atom
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.11%
16.41%
6 Months
2.89%
—
1 Year
7.86%
—
3 Years
10.62%
—
5 Years
10.19%
—
Since Inception
9.46%
16.36%
Fund Age
5 yrs 7 mo
1 mo
AUM
₹158.06 Cr
—
Alpha – 1 Year
−1.70%
—
Alpha – 3 Years
0.86%
—
Information Ratio – 3 Years
0.37
—
Volatility – 1 Year
1.80%
—
Volatility – 3 Years
3.43%
—
Beta – 1 Year
0.81
—
Beta – 3 Years
0.63
—
Sharpe Ratio – 1 Year
1.30
—
Sharpe Ratio – 3 Years
1.53
—
Worst Rolling Year
8.14%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.61%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 22% · S 77%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Jayaswal Neco Industries Ltd · 9.44%
KIOCL Ltd · 8.76%
Hindustan Copper Ltd · 8.42%
NLC India Ltd · 7.84%
Indian Metals & Ferro Alloys Ltd · 6.93%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%
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