Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.11%
9.42%
6 Months
2.89%
52.78%
1 Year
7.86%
27.27%
3 Years
10.62%
—
5 Years
10.19%
—
Since Inception
9.46%
23.72%
Fund Age
5 yrs 7 mo
19 mo
AUM
₹158.06 Cr
₹71.55 Cr
Alpha – 1 Year
−1.70%
22.55%
Alpha – 3 Years
0.86%
—
Information Ratio – 3 Years
0.37
—
Volatility – 1 Year
1.80%
31.93%
Volatility – 3 Years
3.43%
—
Beta – 1 Year
0.81
1.29
Beta – 3 Years
0.63
—
Sharpe Ratio – 1 Year
1.30
0.74
Sharpe Ratio – 3 Years
1.53
—
Worst Rolling Year
8.14%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
—
−27.01%
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
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%