Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
6.35%
6 Months
−2.46%
17.95%
1 Year
5.63%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
1.03%
19.34%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹2.06 Cr
₹18.73 Cr
Alpha – 1 Year
5.98%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
16.61%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
1.00
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.24
0.75
Sharpe Ratio – 3 Years
—
0.85
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
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%