Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Renaissance - Midcap Portfolio
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
6.78%
9.86%
1 Year
13.06%
0.86%
3 Years
8.79%
8.29%
5 Years
—
15.11%
Since Inception
8.64%
11.40%
Fund Age
3 yrs 2 mo
8 yrs 7 mo
AUM
₹66.61 Cr
₹119.22 Cr
Alpha – 1 Year
13.41%
1.21%
Alpha – 3 Years
−0.20%
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
20.80%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
1.21
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.41
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−29.07%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 2% · M 52% · S 44%
Number of Stocks
26
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%