Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Secure
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
11.42%
6 Months
2.89%
35.03%
1 Year
7.86%
37.21%
3 Years
10.62%
27.05%
5 Years
10.19%
21.76%
Since Inception
9.46%
19.33%
Fund Age
5 yrs 7 mo
6 yrs 10 mo
AUM
₹158.06 Cr
₹2,975 Cr
Alpha – 1 Year
−1.70%
23.77%
Alpha – 3 Years
0.86%
6.78%
Information Ratio – 3 Years
0.37
5.24
Volatility – 1 Year
1.80%
18.59%
Volatility – 3 Years
3.43%
19.39%
Beta – 1 Year
0.81
1.23
Beta – 3 Years
0.63
1.12
Sharpe Ratio – 1 Year
1.30
1.44
Sharpe Ratio – 3 Years
1.53
0.98
Worst Rolling Year
8.14%
-6.18%
Value at Worst Rolling Year
₹1.08 Cr
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
11.61%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
—
—
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%