Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
JM-Apex
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
−0.67%
6 Months
17.39%
−7.55%
1 Year
20.93%
0.34%
3 Years
17.01%
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5 Years
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Since Inception
19.54%
12.70%
Fund Age
3 yrs 6 mo
2 yrs 3 mo
AUM
₹615.02 Cr
₹7.52 Cr
Alpha – 1 Year
16.21%
−2.64%
Alpha – 3 Years
4.92%
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Information Ratio – 3 Years
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Volatility – 1 Year
19.36%
8.98%
Volatility – 3 Years
18.51%
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Beta – 1 Year
1.01
0.39
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.81
-0.50
Sharpe Ratio – 3 Years
0.72
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−14.79%
−10.25%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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