Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Qode All Weather
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Qode All Weather
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.70%
2.03%
6 Months
20.34%
2.88%
1 Year
6.50%
29.75%
3 Years
12.52%
—
5 Years
—
—
Since Inception
14.18%
23.85%
Fund Age
3 yrs 2 mo
1 yr 9 mo
AUM
₹20.56 Cr
₹195.05 Cr
Alpha – 1 Year
6.85%
30.10%
Alpha – 3 Years
3.53%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.04%
10.42%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
0.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
2.07
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.29%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
—
Number of Stocks
26
—
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%