Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.48%
2.93%
6 Months
−2.46%
1.59%
1 Year
5.63%
25.48%
3 Years
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—
5 Years
—
—
Since Inception
1.03%
30.29%
Fund Age
3 yrs
18 mo
AUM
₹2.06 Cr
₹0.8 Cr
Alpha – 1 Year
5.98%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
16.61%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
1.13
Sharpe Ratio – 3 Years
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—
Worst Rolling Year
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—
Value at Worst Rolling Year
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—
Deepest Drawdown
—
−15.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
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—
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
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—
Portfolio P/E
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—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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