Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Omni Strategic Defence
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%
−1.11%
6 Months
20.34%
2.28%
1 Year
6.50%
—
3 Years
12.52%
—
5 Years
—
—
Since Inception
14.18%
−1.18%
Fund Age
3 yrs 2 mo
8 mo
AUM
₹20.56 Cr
₹0.5 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 38% · M 18% · S 42%
Number of Stocks
26
17
Portfolio P/E
—
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
—
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
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%