Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
2.32%
6 Months
−2.46%
15.18%
1 Year
5.63%
5.18%
3 Years
—
8.86%
5 Years
—
—
Since Inception
1.03%
14.74%
Fund Age
3 yrs
3 yrs 11 mo
AUM
₹2.06 Cr
₹36.85 Cr
Alpha – 1 Year
5.98%
5.53%
Alpha – 3 Years
—
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
16.61%
17.33%
Volatility – 3 Years
—
18.22%
Beta – 1 Year
1.00
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
-0.24
0.08
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−35.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%