Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs Sincere - Metamorphosis Fund
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
7.54%
6 Months
1.29%
15.73%
1 Year
4.91%
16.44%
3 Years
—
11.28%
5 Years
—
—
Since Inception
6.59%
12.80%
Fund Age
3 yrs 4 mo
3 yrs 3 mo
AUM
₹1.17 Cr
₹337.26 Cr
Alpha – 1 Year
5.26%
11.72%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
7.14%
22.40%
Volatility – 3 Years
—
20.08%
Beta – 1 Year
0.44
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.03
0.55
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−28.19%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%