Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
12.27%
6 Months
20.34%
−1.13%
1 Year
6.50%
6.59%
3 Years
12.52%
20.44%
5 Years
—
16.17%
Since Inception
14.18%
13.07%
Fund Age
3 yrs 2 mo
15 yrs 3 mo
AUM
₹20.56 Cr
—
Alpha – 1 Year
6.85%
6.87%
Alpha – 3 Years
3.53%
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
26.04%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.29
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.05
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
L 73% · M 20% · S 7%
Number of Stocks
26
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%