Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Spark - Core & Satellite
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
−0.58%
6 Months
−2.46%
−7.12%
1 Year
5.63%
0.89%
3 Years
—
8.72%
5 Years
—
12.45%
Since Inception
1.03%
16.65%
Fund Age
3 yrs
7 yrs 4 mo
AUM
₹2.06 Cr
₹288.53 Cr
Alpha – 1 Year
5.98%
1.24%
Alpha – 3 Years
—
−0.28%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
16.61%
16.11%
Volatility – 3 Years
—
15.05%
Beta – 1 Year
1.00
0.96
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.24
-0.20
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
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
—
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
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Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%