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FIRST--Conservative strategy vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

FIRST--Conservative strategy

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

Volatility • 1 yr deviation

1 Month

0.40%

0.32%

6 Months

3.69%

1.29%

1 Year

7.91%

4.91%

3 Years

—

5 Years

—

Since Inception

8.72%

6.59%

Fund Age

2 yrs 2 mo

3 yrs 4 mo

AUM

₹14.07 Cr

₹1.17 Cr

Alpha – 1 Year

2.71%

5.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.00%

7.14%

Volatility – 3 Years

—

Beta – 1 Year

0.34

0.44

Beta – 3 Years

—

Sharpe Ratio – 1 Year

2.29

-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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.75% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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