Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs NARNOLIA LARGE CAP STRATEGY
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NARNOLIA LARGE CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NARNOLIA LARGE CAP STRATEGY
Return 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%
−1.51%
6 Months
6.78%
−2.49%
1 Year
13.06%
1.85%
3 Years
8.79%
12.22%
5 Years
—
8.68%
Since Inception
8.64%
15.27%
Fund Age
3 yrs 2 mo
14 yrs 5 mo
AUM
₹66.61 Cr
₹116.22 Cr
Alpha – 1 Year
13.41%
2.20%
Alpha – 3 Years
−0.20%
3.22%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
20.80%
18.13%
Volatility – 3 Years
—
15.25%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.41
-0.09
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
-2.08%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−15.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.45%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 86% · M 7% · S 3%
Number of Stocks
26
21
Portfolio P/E
—
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
—
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
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%