Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Omni Super Invest
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%
−0.18%
6 Months
−2.46%
2.67%
1 Year
5.63%
—
3 Years
—
—
5 Years
—
—
Since Inception
1.03%
2.93%
Fund Age
3 yrs
8 mo
AUM
₹2.06 Cr
₹6.97 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 28% · M 13% · S 33%
Number of Stocks
—
43
Portfolio P/E
—
11.34
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%
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
—
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%