Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Merisis Smartblend ETF
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.17%
0.11%
6 Months
6.78%
2.14%
1 Year
13.06%
23.87%
3 Years
8.79%
—
5 Years
—
—
Since Inception
8.64%
23.48%
Fund Age
3 yrs 2 mo
12 mo
AUM
₹66.61 Cr
₹6.15 Cr
Alpha – 1 Year
13.41%
24.22%
Alpha – 3 Years
−0.20%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.80%
14.34%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.74
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
1.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−11.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
L 15% · M 12% · S 21%
Number of Stocks
26
9
Portfolio P/E
—
97.80
Top 5 Holdings
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
—
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
– / 0% / 0%