Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.70%
4.25%
6 Months
20.34%
−2.25%
1 Year
6.50%
13.70%
3 Years
12.52%
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5 Years
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Since Inception
14.18%
13.96%
Fund Age
3 yrs 2 mo
18 mo
AUM
₹20.56 Cr
₹0.37 Cr
Alpha – 1 Year
6.85%
14.05%
Alpha – 3 Years
3.53%
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Information Ratio – 3 Years
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Volatility – 1 Year
26.04%
17.89%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.51
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
—
−15.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 100%
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Number of Stocks
26
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Portfolio P/E
—
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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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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