Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Dalal & Broacha - Long Term Growth
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
3.17%
6 Months
11.19%
6.78%
1 Year
4.47%
13.06%
3 Years
14.82%
8.79%
5 Years
12.64%
—
Since Inception
13.38%
8.64%
Fund Age
19 yrs
3 yrs 2 mo
AUM
₹1,249 Cr
₹66.61 Cr
Alpha – 1 Year
4.82%
13.41%
Alpha – 3 Years
5.82%
−0.20%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
20.80%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
1.21
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.41
Sharpe Ratio – 3 Years
0.69
—
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 40% · M 40% · S 15%
L 90% · M 10%
Number of Stocks
25
26
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%