Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Turtle Wealth - Profit Mantra
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.17%
7.48%
6 Months
6.78%
9.42%
1 Year
13.06%
28.25%
3 Years
8.79%
18.47%
5 Years
—
21.31%
Since Inception
8.64%
21.69%
Fund Age
3 yrs 2 mo
5 yrs
AUM
₹66.61 Cr
₹79.02 Cr
Alpha – 1 Year
13.41%
23.53%
Alpha – 3 Years
−0.20%
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
20.80%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.21
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.41
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−30.64%
Recovery Period
—
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 10%
L 10% · M 9% · S 69%
Number of Stocks
26
34
Portfolio P/E
—
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%