Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Piper Serica Advisors - Leader Portfolio
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
3.10%
6 Months
20.34%
24.70%
1 Year
6.50%
21.80%
3 Years
12.52%
16.46%
5 Years
—
12.29%
Since Inception
14.18%
17.31%
Fund Age
3 yrs 2 mo
7 yrs 2 mo
AUM
₹20.56 Cr
₹328.39 Cr
Alpha – 1 Year
6.85%
22.15%
Alpha – 3 Years
3.53%
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
26.04%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.29
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.05
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
—
Number of Stocks
26
16
Portfolio P/E
—
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%