Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
6.35%
6 Months
2.89%
17.95%
1 Year
7.86%
21.71%
3 Years
10.62%
19.34%
5 Years
10.19%
—
Since Inception
9.46%
19.34%
Fund Age
5 yrs 7 mo
3 yrs 6 mo
AUM
₹158.06 Cr
₹18.73 Cr
Alpha – 1 Year
−1.70%
16.99%
Alpha – 3 Years
0.86%
7.25%
Information Ratio – 3 Years
0.37
0.85
Volatility – 1 Year
1.80%
22.22%
Volatility – 3 Years
3.43%
20.72%
Beta – 1 Year
0.81
0.87
Beta – 3 Years
0.63
0.89
Sharpe Ratio – 1 Year
1.30
0.75
Sharpe Ratio – 3 Years
1.53
0.85
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
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%