Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Prosperity - Discovery Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
4.17%
6 Months
6.78%
20.15%
1 Year
13.06%
7.22%
3 Years
8.79%
9.88%
5 Years
—
10.18%
Since Inception
8.64%
17.47%
Fund Age
3 yrs 2 mo
5 yrs 8 mo
AUM
₹66.61 Cr
₹112.12 Cr
Alpha – 1 Year
13.41%
2.50%
Alpha – 3 Years
−0.20%
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
20.80%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.21
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.41
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−32.53%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
M 39% · S 59%
Number of Stocks
26
28
Portfolio P/E
—
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%