Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Vallum India Discovery
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%
8.27%
6 Months
6.78%
25.28%
1 Year
13.06%
14.17%
3 Years
8.79%
11.84%
5 Years
—
13.19%
Since Inception
8.64%
20.72%
Fund Age
3 yrs 2 mo
5 yrs 11 mo
AUM
₹66.61 Cr
₹1,246.45 Cr
Alpha – 1 Year
13.41%
9.45%
Alpha – 3 Years
−0.20%
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
20.80%
23.38%
Volatility – 3 Years
—
20.74%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.41
0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−32.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%