Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Valentis Advisors - Multicap Fund
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
1.83%
6 Months
−2.46%
14.95%
1 Year
5.63%
9.33%
3 Years
—
11.50%
5 Years
—
12.93%
Since Inception
1.03%
17.87%
Fund Age
3 yrs
8 yrs
AUM
₹2.06 Cr
₹278.36 Cr
Alpha – 1 Year
5.98%
6.35%
Alpha – 3 Years
—
−0.39%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
16.61%
23.16%
Volatility – 3 Years
—
20.07%
Beta – 1 Year
1.00
1.23
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.24
0.25
Sharpe Ratio – 3 Years
—
0.37
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
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—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
JTL Industries Ltd · 0.00%
ICICI Bank Ltd · 0.00%
Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%