Compare Schemes

EquiPoise Emerging Stars vs Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

EquiPoise Emerging Stars

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Add Scheme

Growth of ₹1 Crore

EquiPoise Emerging Stars

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

EquiPoise Emerging Stars

13.3% • vol 24%

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

10% • vol 15.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.56%

8.16%

6 Months

15.23%

1.17%

1 Year

13.25%

9.99%

3 Years

—

10.14%

5 Years

—

Since Inception

0.69%

9.72%

Fund Age

19 mo

3 yrs 4 mo

AUM

₹9.38 Cr

₹6.87 Cr

Alpha – 1 Year

8.53%

10.34%

Alpha – 3 Years

—

1.15%

Information Ratio – 3 Years

—

Volatility – 1 Year

23.97%

15.77%

Volatility – 3 Years

—

Beta – 1 Year

1.23

0.65

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.41

0.60

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

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.