Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.70%
5.68%
6 Months
20.34%
10.98%
1 Year
6.50%
10.72%
3 Years
12.52%
15.83%
5 Years
—
13.58%
Since Inception
14.18%
14.48%
Fund Age
3 yrs 2 mo
21 yrs 11 mo
AUM
₹20.56 Cr
₹8.51 Cr
Alpha – 1 Year
6.85%
6.00%
Alpha – 3 Years
3.53%
3.74%
Information Ratio – 3 Years
—
0.71
Volatility – 1 Year
26.04%
16.38%
Volatility – 3 Years
—
14.45%
Beta – 1 Year
1.29
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.05
0.33
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
-12.28%
Value at Worst Rolling Year
—
₹0.88 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
197 days
1-Year Rolling Windows Positive
—
90.88%
Median Rolling Year
—
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
S 100%
L 23% · M 15% · S 43%
Number of Stocks
26
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%