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EquiPoise Emerging Stars vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

EquiPoise Emerging Stars

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

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Growth of ₹1 Crore

EquiPoise Emerging Stars

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

EquiPoise Emerging Stars

13.3% • vol 24%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.56%

0.32%

6 Months

15.23%

1.29%

1 Year

13.25%

4.91%

3 Years

—

5 Years

—

Since Inception

0.69%

6.59%

Fund Age

19 mo

3 yrs 4 mo

AUM

₹9.38 Cr

₹1.17 Cr

Alpha – 1 Year

8.53%

5.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

23.97%

7.14%

Volatility – 3 Years

—

Beta – 1 Year

1.23

0.44

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.41

-0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−19.23%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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