Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Omni Energy Transition
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Omni Energy Transition
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.48%
−4.42%
6 Months
−2.46%
9.78%
1 Year
5.63%
—
3 Years
—
—
5 Years
—
—
Since Inception
1.03%
−0.53%
Fund Age
3 yrs
8 mo
AUM
₹2.06 Cr
₹0.65 Cr
Alpha – 1 Year
5.98%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.61%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 22% · M 24% · S 54%
Number of Stocks
—
14
Portfolio P/E
—
11.10
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%
NHPC Ltd · 8.00%
KEC International Ltd · 8.00%
Power Mech Projects Ltd · 8.00%
Sanghvi Movers Ltd · 8.00%
Power Finance Corporation Ltd · 8.00%
Top Sectors
—
Construction · 32.00%
Financial Services · 24.00%
Power · 24.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%