Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Sameeksha - Equity Fund
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%
−0.38%
6 Months
20.34%
11.48%
1 Year
6.50%
7.29%
3 Years
12.52%
16.29%
5 Years
—
16.45%
Since Inception
14.18%
20.67%
Fund Age
3 yrs 2 mo
10 yrs 4 mo
AUM
₹20.56 Cr
₹1,333.94 Cr
Alpha – 1 Year
6.85%
2.57%
Alpha – 3 Years
3.53%
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
26.04%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
1.29
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.05
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
—
−19.36%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
—
Number of Stocks
26
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%