Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Wright Factor Fund
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%
10.96%
6 Months
6.78%
14.84%
1 Year
13.06%
16.93%
3 Years
8.79%
—
5 Years
—
—
Since Inception
8.64%
20.33%
Fund Age
3 yrs 2 mo
3 yrs
AUM
₹66.61 Cr
₹214.05 Cr
Alpha – 1 Year
13.41%
12.21%
Alpha – 3 Years
−0.20%
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.80%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.41
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 10%
L 12% · M 21% · S 55%
Number of Stocks
26
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%