Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Anand Rathi Advisors - MNC PMS
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.17%
6 Months
9.28%
6.78%
1 Year
4.13%
13.06%
3 Years
7.71%
8.79%
5 Years
8.27%
—
Since Inception
11.49%
8.64%
Fund Age
8 yrs 5 mo
3 yrs 2 mo
AUM
₹123.55 Cr
₹66.61 Cr
Alpha – 1 Year
−0.59%
13.41%
Alpha – 3 Years
−4.38%
−0.20%
Information Ratio – 3 Years
-0.33
—
Volatility – 1 Year
21.50%
20.80%
Volatility – 3 Years
16.95%
—
Beta – 1 Year
1.12
1.21
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.02
0.41
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
7.04%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.41%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.95%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 90% · M 10%
Number of Stocks
20
26
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%