Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Samvitti-PMS Active Alpha Multicap
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.17%
10.15%
6 Months
6.78%
31.39%
1 Year
13.06%
26.01%
3 Years
8.79%
19.28%
5 Years
—
23.67%
Since Inception
8.64%
28.23%
Fund Age
3 yrs 2 mo
5 yrs 4 mo
AUM
₹66.61 Cr
₹483.07 Cr
Alpha – 1 Year
13.41%
21.29%
Alpha – 3 Years
−0.20%
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
20.80%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
1.21
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.41
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 12% · M 6% · S 81%
Number of Stocks
26
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%