Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
20.34%
18.51%
1 Year
6.50%
2.32%
3 Years
12.52%
8.56%
5 Years
—
13.23%
Since Inception
14.18%
12.52%
Fund Age
3 yrs 2 mo
10 yrs
AUM
₹20.56 Cr
₹60.22 Cr
Alpha – 1 Year
6.85%
2.67%
Alpha – 3 Years
3.53%
−0.44%
Information Ratio – 3 Years
—
-0.03
Volatility – 1 Year
26.04%
27.56%
Volatility – 3 Years
—
21.93%
Beta – 1 Year
1.29
1.33
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.05
0.01
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-13.90%
Value at Worst Rolling Year
—
₹0.86 Cr
Deepest Drawdown
—
−31.68%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
85.20%
Median Rolling Year
—
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
M 3% · S 93%
Number of Stocks
26
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%