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Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs PlusWealth Catalyst

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

PlusWealth Catalyst

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Growth of ₹1 Crore

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

PlusWealth Catalyst

Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

4.9% • vol 7.1%

10%

20%

Volatility • 1 yr deviation

1 Month

0.32%

11.18%

6 Months

1.29%

61.92%

1 Year

4.91%

—

3 Years

—

5 Years

—

Since Inception

6.59%

80.37%

Fund Age

3 yrs 4 mo

8 mo

AUM

₹1.17 Cr

₹4.39 Cr

Alpha – 1 Year

5.26%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

7.14%

—

Volatility – 3 Years

—

Beta – 1 Year

0.44

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.03

—

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

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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