Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.17%
4.25%
6 Months
6.78%
−2.25%
1 Year
13.06%
13.70%
3 Years
8.79%
—
5 Years
—
—
Since Inception
8.64%
13.96%
Fund Age
3 yrs 2 mo
18 mo
AUM
₹66.61 Cr
₹0.37 Cr
Alpha – 1 Year
13.41%
14.05%
Alpha – 3 Years
−0.20%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.80%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—