Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Motilal Oswal - Value Migration
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Motilal Oswal - Value Migration
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
0.78%
6 Months
6.78%
11.75%
1 Year
13.06%
−2.37%
3 Years
8.79%
17.81%
5 Years
—
14.66%
Since Inception
8.64%
18.91%
Fund Age
3 yrs 2 mo
23 yrs 5 mo
AUM
₹66.61 Cr
₹3,220.2 Cr
Alpha – 1 Year
13.41%
−5.35%
Alpha – 3 Years
−0.20%
5.93%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
20.80%
21.49%
Volatility – 3 Years
—
20.84%
Beta – 1 Year
1.21
1.07
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.41
-0.27
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−27.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
L 28% · M 48% · S 19%
Number of Stocks
26
27
Portfolio P/E
—
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%