Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.11%
4.64%
6 Months
2.89%
20.32%
1 Year
7.86%
29.93%
3 Years
10.62%
—
5 Years
10.19%
—
Since Inception
9.46%
15.24%
Fund Age
5 yrs 7 mo
1 yr 9 mo
AUM
₹158.06 Cr
₹3.17 Cr
Alpha – 1 Year
−1.70%
25.21%
Alpha – 3 Years
0.86%
—
Information Ratio – 3 Years
0.37
—
Volatility – 1 Year
1.80%
24.54%
Volatility – 3 Years
3.43%
—
Beta – 1 Year
0.81
1.19
Beta – 3 Years
0.63
—
Sharpe Ratio – 1 Year
1.30
0.97
Sharpe Ratio – 3 Years
1.53
—
Worst Rolling Year
8.14%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.61%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –