Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
−1.73%
6 Months
6.78%
6.62%
1 Year
13.06%
3.66%
3 Years
8.79%
7.96%
5 Years
—
—
Since Inception
8.64%
12.37%
Fund Age
3 yrs 2 mo
4 yrs 2 mo
AUM
₹66.61 Cr
₹134.62 Cr
Alpha – 1 Year
13.41%
0.68%
Alpha – 3 Years
−0.20%
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
20.80%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
1.21
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.41
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
—
Number of Stocks
26
—
Portfolio P/E
—
—
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
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%