Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
−0.86%
6 Months
7.09%
8.56%
1 Year
17.57%
5.56%
3 Years
20.39%
8.84%
5 Years
—
—
Since Inception
19.75%
10.12%
Fund Age
4 yrs 2 mo
3 yrs 2 mo
AUM
₹49.8 Cr
₹45.94 Cr
Alpha – 1 Year
16.32%
5.91%
Alpha – 3 Years
14.92%
−0.16%
Information Ratio – 3 Years
1.66
0.15
Volatility – 1 Year
7.36%
23.84%
Volatility – 3 Years
8.69%
20.02%
Beta – 1 Year
1.50
1.25
Beta – 3 Years
0.91
1.03
Sharpe Ratio – 1 Year
1.55
0.12
Sharpe Ratio – 3 Years
1.63
0.26
Worst Rolling Year
18.51%
7.39%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
—
−26.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%