Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
ValueQuest - Growth
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%
1.42%
6 Months
6.78%
31.94%
1 Year
13.06%
21.84%
3 Years
8.79%
17.21%
5 Years
—
16.75%
Since Inception
8.64%
18.18%
Fund Age
3 yrs 2 mo
13 yrs 5 mo
AUM
₹66.61 Cr
₹2,035.08 Cr
Alpha – 1 Year
13.41%
18.86%
Alpha – 3 Years
−0.20%
5.32%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
20.80%
24.29%
Volatility – 3 Years
—
19.24%
Beta – 1 Year
1.21
1.15
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.41
0.70
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
—
−8.16%
Recovery Period
—
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 90% · M 10%
L 23% · M 1% · S 69%
Number of Stocks
26
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%