Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Omni Dynamic Allocator
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Omni Dynamic Allocator
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.70%
−1.08%
6 Months
20.34%
1.57%
1 Year
6.50%
—
3 Years
12.52%
—
5 Years
—
—
Since Inception
14.18%
−0.82%
Fund Age
3 yrs 2 mo
8 mo
AUM
₹20.56 Cr
₹0.53 Cr
Alpha – 1 Year
6.85%
—
Alpha – 3 Years
3.53%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.04%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
L 28% · M 13% · S 34%
Number of Stocks
26
39
Portfolio P/E
—
11.34
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%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%
LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%
BHARAT Bond ETF - April 2033 · 8.33%
Jindal Stainless Ltd · 2.59%
Bank of Baroda · 2.59%
Top Sectors
—
Financial Services · 43.41%
Government · 14.26%
Construction · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%