Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Omni Super Debt
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%
2.38%
6 Months
20.34%
6.85%
1 Year
6.50%
—
3 Years
12.52%
—
5 Years
—
—
Since Inception
14.18%
4.44%
Fund Age
3 yrs 2 mo
8 mo
AUM
₹20.56 Cr
₹0.03 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%
—
Number of Stocks
26
4
Portfolio P/E
—
46.60
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%
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
—
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
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%