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Equirus Flexi Cap Fund vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Equirus Flexi Cap Fund

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

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Growth of ₹1 Crore

Equirus Flexi Cap Fund

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Return for the risk

1 yr return

10%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

Volatility • 1 yr deviation

1 Month

4.91%

0.32%

6 Months

10.01%

1.29%

1 Year

—

4.91%

3 Years

—

5 Years

—

Since Inception

14.65%

6.59%

Fund Age

9 mo

3 yrs 4 mo

AUM

₹122.25 Cr

₹1.17 Cr

Alpha – 1 Year

—

5.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

7.14%

Volatility – 3 Years

—

Beta – 1 Year

—

0.44

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.03

Sharpe Ratio – 3 Years

—

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 27% · M 14% · S 55%

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Number of Stocks

—

Portfolio P/E

31.90

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Top 5 Holdings

Thangamayil Jewellery Ltd · 7.86%

Blue Star Ltd · 5.43%

R R Kabel Ltd · 5.41%

United Foodbrands Ltd · 4.60%

Welspun Corp Ltd · 4.59%

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Top Sectors

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Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

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