Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.82%
3.17%
6 Months
5.27%
6.78%
1 Year
10.43%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
12.59%
8.64%
Fund Age
1 yr 10 mo
3 yrs 2 mo
AUM
₹146.15 Cr
₹66.61 Cr
Alpha – 1 Year
5.23%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
26
Portfolio P/E
—
—
Top 5 Holdings
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%