Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Return for the risk
1 yr return
0%
5%
10%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
0.32%
6 Months
4.58%
1.29%
1 Year
5.92%
4.91%
3 Years
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5 Years
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Since Inception
7.28%
6.59%
Fund Age
7 mo
3 yrs 4 mo
AUM
₹119.65 Cr
₹1.17 Cr
Alpha – 1 Year
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5.26%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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7.14%
Volatility – 3 Years
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Beta – 1 Year
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0.44
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
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-0.03
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 72% · M 12% · S 15%
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Number of Stocks
35
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Portfolio P/E
—
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Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
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Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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