Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Motilal Oswal - NTDOP
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
3.69%
6 Months
−2.46%
8.66%
1 Year
5.63%
4.44%
3 Years
—
14.48%
5 Years
—
8.94%
Since Inception
1.03%
14.23%
Fund Age
3 yrs
18 yrs 11 mo
AUM
₹2.06 Cr
₹4,562.38 Cr
Alpha – 1 Year
5.98%
1.46%
Alpha – 3 Years
—
2.60%
Information Ratio – 3 Years
—
0.08
Volatility – 1 Year
16.61%
20.33%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.24
0.00
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
-6.78%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−26.97%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
96.01%
Median Rolling Year
—
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%