Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Right Horizons - Super Value Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
6.78%
20.83%
1 Year
13.06%
12.18%
3 Years
8.79%
13.97%
5 Years
—
17.12%
Since Inception
8.64%
15.75%
Fund Age
3 yrs 2 mo
13 yrs 8 mo
AUM
₹66.61 Cr
₹205.48 Cr
Alpha – 1 Year
13.41%
9.20%
Alpha – 3 Years
−0.20%
2.09%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
20.80%
27.53%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.21
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.41
0.35
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−29.31%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 90% · M 10%
L 17% · M 21% · S 60%
Number of Stocks
26
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%