Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return 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%
−0.27%
6 Months
6.78%
−1.47%
1 Year
13.06%
6.66%
3 Years
8.79%
11.29%
5 Years
—
13.68%
Since Inception
8.64%
15.03%
Fund Age
3 yrs 2 mo
5 yrs 7 mo
AUM
₹66.61 Cr
₹138.83 Cr
Alpha – 1 Year
13.41%
7.01%
Alpha – 3 Years
−0.20%
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
20.80%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
1.21
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−21.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
—
Number of Stocks
26
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%