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Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return 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%
0.95%
6 Months
6.78%
11.98%
1 Year
13.06%
18.12%
3 Years
8.79%
18.24%
5 Years
—
—
Since Inception
8.64%
20.21%
Fund Age
3 yrs 2 mo
4 yrs 8 mo
AUM
₹66.61 Cr
₹424.87 Cr
Alpha – 1 Year
13.41%
13.40%
Alpha – 3 Years
−0.20%
6.15%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
20.80%
22.44%
Volatility – 3 Years
—
19.69%
Beta – 1 Year
1.21
1.22
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.41
0.61
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
18.24%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
337 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
M 1% · S 89%
Number of Stocks
26
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%