Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs NARNOLIA MULTI-ASSET STRATEGY
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.17%
1.00%
6 Months
6.78%
7.03%
1 Year
13.06%
8.97%
3 Years
8.79%
12.56%
5 Years
—
10.89%
Since Inception
8.64%
15.48%
Fund Age
3 yrs 2 mo
7 yrs
AUM
₹66.61 Cr
₹3.36 Cr
Alpha – 1 Year
13.41%
9.32%
Alpha – 3 Years
−0.20%
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
20.80%
8.58%
Volatility – 3 Years
—
12.10%
Beta – 1 Year
1.21
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
0.41
0.43
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
9.53%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−17.45%
Recovery Period
—
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
—
Number of Stocks
26
—
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%
—
Top Sectors
—
—
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%