Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Maxiom PMS - CORAL Cyclical
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−0.48%
6 Months
−2.30%
−2.46%
1 Year
1.68%
5.63%
3 Years
13.91%
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5 Years
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Since Inception
14.05%
1.03%
Fund Age
3 yrs 10 mo
3 yrs
AUM
₹53.78 Cr
₹2.06 Cr
Alpha – 1 Year
−3.04%
5.98%
Alpha – 3 Years
1.82%
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Information Ratio – 3 Years
0.34
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Volatility – 1 Year
15.80%
16.61%
Volatility – 3 Years
15.64%
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Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.15
-0.24
Sharpe Ratio – 3 Years
0.71
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Worst Rolling Year
15.78%
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Value at Worst Rolling Year
₹1.16 Cr
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Deepest Drawdown
−18.40%
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Recovery Period
275 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
20.35%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
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Fixed Fee
2.25% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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