Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs WhiteOak Capital Research Select Equity
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.17%
2.78%
6 Months
6.78%
1.92%
1 Year
13.06%
0.43%
3 Years
8.79%
—
5 Years
—
—
Since Inception
8.64%
6.17%
Fund Age
3 yrs 2 mo
2 yrs 2 mo
AUM
₹66.61 Cr
₹22.98 Cr
Alpha – 1 Year
13.41%
−2.55%
Alpha – 3 Years
−0.20%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.80%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
L 61% · M 14% · S 21%
Number of Stocks
26
41
Portfolio P/E
—
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%