Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Money Life - Mas Growth
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
2.70%
6 Months
6.78%
18.50%
1 Year
13.06%
9.19%
3 Years
8.79%
14.83%
5 Years
—
14.00%
Since Inception
8.64%
21.97%
Fund Age
3 yrs 2 mo
6 yrs 10 mo
AUM
₹66.61 Cr
₹147.62 Cr
Alpha – 1 Year
13.41%
9.54%
Alpha – 3 Years
−0.20%
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
20.80%
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
1.21
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.41
0.27
Sharpe Ratio – 3 Years
—
0.51
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%
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Number of Stocks
26
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Portfolio P/E
—
—
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%
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Top Sectors
—
—
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% / 0%