Portfolio Management Services (PMS)Compare Schemes
Geojit - Dakshin Portfolio vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Geojit - Dakshin Portfolio
Maxiom PMS - CORAL Cyclical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.71%
−0.48%
6 Months
14.23%
−2.46%
1 Year
3.21%
5.63%
3 Years
5.69%
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5 Years
7.11%
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Since Inception
10.49%
1.03%
Fund Age
7 yrs 5 mo
3 yrs
AUM
₹42.11 Cr
₹2.06 Cr
Alpha – 1 Year
−1.51%
5.98%
Alpha – 3 Years
−6.40%
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Information Ratio – 3 Years
-0.66
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Volatility – 1 Year
23.23%
16.61%
Volatility – 3 Years
20.09%
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Beta – 1 Year
1.19
1.00
Beta – 3 Years
1.14
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Sharpe Ratio – 1 Year
0.01
-0.24
Sharpe Ratio – 3 Years
0.09
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Worst Rolling Year
3.79%
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Value at Worst Rolling Year
₹1.04 Cr
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Deepest Drawdown
−36.06%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
15.51%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 7% · S 91%
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Number of Stocks
25
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Portfolio P/E
—
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Top 5 Holdings
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
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
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
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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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