Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.49%
1.24%
6 Months
—
7.09%
1 Year
—
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
17.31%
19.75%
Fund Age
5 mo
4 yrs 2 mo
AUM
₹30.77 Cr
₹49.8 Cr
Alpha – 1 Year
—
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
—
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
—
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
—
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
—
Number of Stocks
20
—
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
—
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%