Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
NMR GROWTH STRATEGY
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.32%
5.30%
6 Months
1.29%
39.16%
1 Year
4.91%
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
6.59%
17.87%
Fund Age
3 yrs 4 mo
19 mo
AUM
₹1.17 Cr
₹82.38 Cr
Alpha – 1 Year
5.26%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
7.14%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
0.44
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.03
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−24.64%
Recovery Period
—
Not yet recovered
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
—
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
—