Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.70%
−2.26%
6 Months
20.34%
9.35%
1 Year
6.50%
10.43%
3 Years
12.52%
15.16%
5 Years
—
—
Since Inception
14.18%
21.24%
Fund Age
3 yrs 2 mo
4 yrs 11 mo
AUM
₹20.56 Cr
₹16.88 Cr
Alpha – 1 Year
6.85%
8.57%
Alpha – 3 Years
3.53%
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
26.04%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.29
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
0.05
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
L 9% · M 17% · S 71%
Number of Stocks
26
16
Portfolio P/E
—
48.24
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
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%