Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Monarch Wealth Creator Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.17%
2.85%
6 Months
6.78%
12.32%
1 Year
13.06%
—
3 Years
8.79%
—
5 Years
—
—
Since Inception
8.64%
13.81%
Fund Age
3 yrs 2 mo
8 mo
AUM
₹66.61 Cr
₹279.09 Cr
Alpha – 1 Year
13.41%
—
Alpha – 3 Years
−0.20%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.80%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
—
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 90% · M 10%
L 35% · M 34% · S 23%
Number of Stocks
26
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%