Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Valcreate Growing India
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%
3.18%
6 Months
6.78%
5.18%
1 Year
13.06%
3.95%
3 Years
8.79%
9.49%
5 Years
—
—
Since Inception
8.64%
13.85%
Fund Age
3 yrs 2 mo
3 yrs 6 mo
AUM
₹66.61 Cr
₹16.52 Cr
Alpha – 1 Year
13.41%
−0.77%
Alpha – 3 Years
−0.20%
−2.60%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
20.80%
25.52%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
1.21
1.24
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
0.41
0.06
Sharpe Ratio – 3 Years
—
0.41
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%
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%