Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs Maxiom PMS - CORAL Cyclical
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
8.74%
−0.48%
6 Months
−3.23%
−2.46%
1 Year
54.66%
5.63%
3 Years
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5 Years
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Since Inception
46.32%
1.03%
Fund Age
18 mo
3 yrs
AUM
₹186.08 Cr
₹2.06 Cr
Alpha – 1 Year
47.12%
5.98%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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16.61%
Volatility – 3 Years
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Beta – 1 Year
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1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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-0.24
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
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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