Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Wallfort-Kosh Value Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Wallfort-Kosh Value Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.48%
1.45%
6 Months
−2.46%
18.06%
1 Year
5.63%
11.98%
3 Years
—
—
5 Years
—
—
Since Inception
1.03%
−2.78%
Fund Age
3 yrs
1 mo
AUM
₹2.06 Cr
₹4.8 Cr
Alpha – 1 Year
5.98%
7.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.61%
30.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
1.59
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.24
0.34
Sharpe Ratio – 3 Years
—
—
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%
Cash & Cash Equivalent · 17.58%
Tata Power Company Ltd · 15.85%
IDFC First Bank Ltd · 11.08%
Aditya Birla Real Estate Ltd · 10.39%
Indian Metals & Ferro Alloys Ltd · 9.83%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%