Portfolio Management Services (PMS)Compare Schemes
GEOJIT-BEACON PORTFOLIO vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
GEOJIT-BEACON PORTFOLIO
Maxiom PMS - CORAL Cyclical
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−2.85%
−0.48%
6 Months
4.89%
−2.46%
1 Year
5.63%
5.63%
3 Years
—
—
5 Years
—
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Since Inception
−3.63%
1.03%
Fund Age
2 yrs 1 mo
3 yrs
AUM
₹189.12 Cr
₹2.06 Cr
Alpha – 1 Year
0.91%
5.98%
Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
23.99%
16.61%
Volatility – 3 Years
—
—
Beta – 1 Year
1.32
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
-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
−16.68%
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Recovery Period
Not yet recovered
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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
L 19% · M 8% · S 71%
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Number of Stocks
28
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Portfolio P/E
—
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Top 5 Holdings
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
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
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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