Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Samvitti-PMS Aggressive Growth
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
6.78%
31.65%
1 Year
13.06%
26.47%
3 Years
8.79%
18.72%
5 Years
—
16.28%
Since Inception
8.64%
14.51%
Fund Age
3 yrs 2 mo
10 yrs 10 mo
AUM
₹66.61 Cr
₹423.36 Cr
Alpha – 1 Year
13.41%
21.75%
Alpha – 3 Years
−0.20%
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
20.80%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
1.21
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.41
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 12% · M 6% · S 82%
Number of Stocks
26
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%