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Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Prime Vision Balanced

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Prime Vision Balanced

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Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

6.5% • vol 26%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.70%

1.47%

6 Months

20.34%

1.43%

1 Year

6.50%

—

3 Years

12.52%

—

5 Years

—

Since Inception

14.18%

3.41%

Fund Age

3 yrs 2 mo

8 mo

AUM

₹20.56 Cr

₹1.87 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

—

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0.5% / –

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