Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Spark - Core & Satellite
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
−0.58%
6 Months
2.89%
−7.12%
1 Year
7.86%
0.89%
3 Years
10.62%
8.72%
5 Years
10.19%
12.45%
Since Inception
9.46%
16.65%
Fund Age
5 yrs 7 mo
7 yrs 4 mo
AUM
₹158.06 Cr
₹288.53 Cr
Alpha – 1 Year
−1.70%
1.24%
Alpha – 3 Years
0.86%
−0.28%
Information Ratio – 3 Years
0.37
0.00
Volatility – 1 Year
1.80%
16.11%
Volatility – 3 Years
3.43%
15.05%
Beta – 1 Year
0.81
0.96
Beta – 3 Years
0.63
0.98
Sharpe Ratio – 1 Year
1.30
-0.20
Sharpe Ratio – 3 Years
1.53
0.28
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%