Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
4.94%
6 Months
−2.46%
11.49%
1 Year
5.63%
3.89%
3 Years
—
8.19%
5 Years
—
11.02%
Since Inception
1.03%
10.97%
Fund Age
3 yrs
13 yrs 8 mo
AUM
₹2.06 Cr
₹360.51 Cr
Alpha – 1 Year
5.98%
0.91%
Alpha – 3 Years
—
−3.69%
Information Ratio – 3 Years
—
-0.18
Volatility – 1 Year
16.61%
23.04%
Volatility – 3 Years
—
19.34%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.24
0.04
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
-8.10%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−30.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
95.59%
Median Rolling Year
—
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%