Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Maxiom PMS - CORAL Cyclical
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.65%
−0.48%
6 Months
21.60%
−2.46%
1 Year
21.16%
5.63%
3 Years
24.80%
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5 Years
17.88%
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Since Inception
9.69%
1.03%
Fund Age
9 yrs 2 mo
3 yrs
AUM
₹10.09 Cr
₹2.06 Cr
Alpha – 1 Year
18.18%
5.98%
Alpha – 3 Years
12.91%
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Information Ratio – 3 Years
—
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Volatility – 1 Year
1.87%
16.61%
Volatility – 3 Years
1.87%
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Beta – 1 Year
—
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
16.58
-0.24
Sharpe Ratio – 3 Years
16.58
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
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Recovery Period
—
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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
L 33% · M 13% · S 49%
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Number of Stocks
22
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Portfolio P/E
38.25
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Top 5 Holdings
—
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
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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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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