Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Investvalue India Winners Portfolio
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
3.17%
6 Months
—
6.78%
1 Year
—
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
17.31%
8.64%
Fund Age
5 mo
3 yrs 2 mo
AUM
₹30.77 Cr
₹66.61 Cr
Alpha – 1 Year
—
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
L 90% · M 10%
Number of Stocks
20
26
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%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%