Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Maxiom PMS - CORAL Cyclical
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
−0.48%
6 Months
5.63%
−2.46%
1 Year
4.60%
5.63%
3 Years
14.51%
—
5 Years
12.90%
—
Since Inception
19.56%
1.03%
Fund Age
6 yrs 4 mo
3 yrs
AUM
₹1,566.43 Cr
₹2.06 Cr
Alpha – 1 Year
1.62%
5.98%
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
21.65%
16.61%
Volatility – 3 Years
16.64%
—
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.06
-0.24
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
12.32%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 24% · S 29%
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Number of Stocks
42
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—