Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.48%
2.59%
6 Months
−2.46%
−7.48%
1 Year
5.63%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
1.03%
2.29%
Fund Age
3 yrs
16 mo
AUM
₹2.06 Cr
₹10.89 Cr
Alpha – 1 Year
5.98%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.61%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.29%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%