Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Valcreate Growing India
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Valcreate Growing India
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%
3.18%
6 Months
2.89%
5.18%
1 Year
7.86%
3.95%
3 Years
10.62%
9.49%
5 Years
10.19%
—
Since Inception
9.46%
13.85%
Fund Age
5 yrs 7 mo
3 yrs 6 mo
AUM
₹158.06 Cr
₹16.52 Cr
Alpha – 1 Year
−1.70%
−0.77%
Alpha – 3 Years
0.86%
−2.60%
Information Ratio – 3 Years
0.37
0.20
Volatility – 1 Year
1.80%
25.52%
Volatility – 3 Years
3.43%
21.32%
Beta – 1 Year
0.81
1.24
Beta – 3 Years
0.63
1.16
Sharpe Ratio – 1 Year
1.30
0.06
Sharpe Ratio – 3 Years
1.53
0.41
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
—
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
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%
0% / 0% / 0%