Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Ionic Yield Enhancer Strategy
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.87%
3.17%
6 Months
5.59%
6.78%
1 Year
10.75%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
11.81%
8.64%
Fund Age
17 mo
3 yrs 2 mo
AUM
₹145.04 Cr
₹66.61 Cr
Alpha – 1 Year
6.28%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.88%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
0.14
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
5.51
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 90% · M 10%
Number of Stocks
20
26
Portfolio P/E
—
—
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
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
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
0% / 0% / 0%