Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Maxiom PMS - CORAL Cyclical
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
−0.48%
6 Months
10.26%
−2.46%
1 Year
20.10%
5.63%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
1.03%
Fund Age
18 mo
3 yrs
AUM
₹79.16 Cr
₹2.06 Cr
Alpha – 1 Year
17.12%
5.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
16.61%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
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Number of Stocks
66
—
Portfolio P/E
52.54
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Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—