Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs Purnartha Vision Strategy
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
5.60%
6 Months
1.29%
9.69%
1 Year
4.91%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
6.59%
11.34%
Fund Age
3 yrs 4 mo
5 yrs 5 mo
AUM
₹1.17 Cr
₹190.75 Cr
Alpha – 1 Year
5.26%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
7.14%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
0.44
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-0.03
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.32%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
Top 5 Holdings
—
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%