Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Green Portfolio - Special
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.17%
6 Months
26.95%
6.78%
1 Year
13.12%
13.06%
3 Years
17.80%
8.79%
5 Years
15.04%
—
Since Inception
22.70%
8.64%
Fund Age
8 yrs
3 yrs 2 mo
AUM
₹357.26 Cr
₹66.61 Cr
Alpha – 1 Year
10.14%
13.41%
Alpha – 3 Years
5.90%
−0.20%
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
20.80%
Volatility – 3 Years
25.45%
—
Beta – 1 Year
1.68
1.21
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.41
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
—
Recovery Period
80 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 90% · M 10%
Number of Stocks
42
26
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%