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Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio vs Omni Services Corp

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Omni Services Corp

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Growth of ₹1 Crore

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

Omni Services Corp

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio

10% • vol 15.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

8.16%

0.31%

6 Months

1.17%

3.93%

1 Year

9.99%

—

3 Years

10.14%

—

5 Years

—

Since Inception

9.72%

−6.05%

Fund Age

3 yrs 4 mo

8 mo

AUM

₹6.87 Cr

₹1.73 Cr

Alpha – 1 Year

10.34%

—

Alpha – 3 Years

1.15%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.77%

—

Volatility – 3 Years

—

Beta – 1 Year

0.65

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.60

—

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

—

L 23% · M 10% · S 68%

Number of Stocks

—

Portfolio P/E

—

11.66

Top 5 Holdings

—

State Bank of India · 6.00%

Power Finance Corporation Ltd · 5.50%

Gateway Distriparks Ltd · 5.50%

Bank of Baroda · 5.50%

Quess Corp Ltd · 5.50%

Top Sectors

—

Financial Services · 38.50%

Services · 36.00%

Construction · 5.50%

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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