Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs Motilal Oswal - India Growth Strategy
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.32%
1.02%
6 Months
1.29%
20.43%
1 Year
4.91%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
6.59%
20.69%
Fund Age
3 yrs 4 mo
2 yrs 8 mo
AUM
₹1.17 Cr
₹320.35 Cr
Alpha – 1 Year
5.26%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
7.14%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
0.44
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.03
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 5% · M 36% · S 51%
Number of Stocks
—
29
Portfolio P/E
—
40.22
Top 5 Holdings
—
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
—
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%