Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Spark - Core & Satellite
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Spark - Core & Satellite
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.17%
−0.58%
6 Months
6.78%
−7.12%
1 Year
13.06%
0.89%
3 Years
8.79%
8.72%
5 Years
—
12.45%
Since Inception
8.64%
16.65%
Fund Age
3 yrs 2 mo
7 yrs 4 mo
AUM
₹66.61 Cr
₹288.53 Cr
Alpha – 1 Year
13.41%
1.24%
Alpha – 3 Years
−0.20%
−0.28%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
20.80%
16.11%
Volatility – 3 Years
—
15.05%
Beta – 1 Year
1.21
0.96
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.41
-0.20
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%