Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
1.33%
6 Months
6.78%
9.10%
1 Year
13.06%
−3.87%
3 Years
8.79%
5.03%
5 Years
—
11.30%
Since Inception
8.64%
15.74%
Fund Age
3 yrs 2 mo
7 yrs 5 mo
AUM
₹66.61 Cr
₹51.79 Cr
Alpha – 1 Year
13.41%
−5.73%
Alpha – 3 Years
−0.20%
−7.05%
Information Ratio – 3 Years
—
-0.47
Volatility – 1 Year
20.80%
25.89%
Volatility – 3 Years
—
20.56%
Beta – 1 Year
1.21
1.37
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.41
-0.24
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
5.04%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−31.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
M 6% · S 89%
Number of Stocks
26
35
Portfolio P/E
—
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
—
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%