Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Turtle Wealth -Growth Mantra
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
6.78%
9.86%
1 Year
13.06%
32.16%
3 Years
8.79%
19.13%
5 Years
—
12.16%
Since Inception
8.64%
16.12%
Fund Age
3 yrs 2 mo
5 yrs 10 mo
AUM
₹66.61 Cr
₹170.31 Cr
Alpha – 1 Year
13.41%
27.44%
Alpha – 3 Years
−0.20%
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
20.80%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
1.21
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.41
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%