Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Wave-Bloom
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.24%
−0.67%
6 Months
7.09%
−7.55%
1 Year
17.57%
0.34%
3 Years
20.39%
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5 Years
—
—
Since Inception
19.75%
12.70%
Fund Age
4 yrs 2 mo
2 yrs 3 mo
AUM
₹49.8 Cr
₹7.52 Cr
Alpha – 1 Year
16.32%
−2.64%
Alpha – 3 Years
14.92%
—
Information Ratio – 3 Years
1.66
—
Volatility – 1 Year
7.36%
8.98%
Volatility – 3 Years
8.69%
—
Beta – 1 Year
1.50
0.39
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
1.55
-0.50
Sharpe Ratio – 3 Years
1.63
—
Worst Rolling Year
18.51%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.68%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
—
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
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 15%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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