Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
−1.21%
6 Months
20.34%
5.09%
1 Year
6.50%
0.26%
3 Years
12.52%
9.53%
5 Years
—
5.40%
Since Inception
14.18%
12.09%
Fund Age
3 yrs 2 mo
8 yrs 5 mo
AUM
₹20.56 Cr
₹1,644.09 Cr
Alpha – 1 Year
6.85%
0.61%
Alpha – 3 Years
3.53%
0.54%
Information Ratio – 3 Years
—
0.06
Volatility – 1 Year
26.04%
17.94%
Volatility – 3 Years
—
17.25%
Beta – 1 Year
1.29
1.03
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.05
-0.20
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
2.29%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
L 49% · M 36% · S 14%
Number of Stocks
26
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%