Compare Schemes

Pace-smart alpha vs Prudent Equity Growth Strategy

Pace-smart alpha

Prudent Equity Growth Strategy

Add Scheme

Growth of ₹1 Crore

Pace-smart alpha

Prudent Equity Growth Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 7.5%

Pace-smart alpha

12% • vol 5.7%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.10%

−2.67%

6 Months

5.29%

4.01%

1 Year

12.01%

3.88%

3 Years

—

5 Years

—

Since Inception

9.21%

−1.21%

Fund Age

2 yrs 1 mo

AUM

₹1.45 Cr

₹29.71 Cr

Alpha – 1 Year

4.47%

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

5.65%

22.02%

Volatility – 3 Years

—

Beta – 1 Year

0.55

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.12

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.04%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 9% · S 73%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.