Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Systamatix - Dynamic Investment
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
7.60%
6 Months
20.34%
26.61%
1 Year
6.50%
33.69%
3 Years
12.52%
25.74%
5 Years
—
21.83%
Since Inception
14.18%
—
Fund Age
3 yrs 2 mo
8 yrs 4 mo
AUM
₹20.56 Cr
₹158.52 Cr
Alpha – 1 Year
6.85%
29.93%
Alpha – 3 Years
3.53%
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
26.04%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.29
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.05
1.29
Sharpe Ratio – 3 Years
—
1.16
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%
L 31% · M 28% · S 38%
Number of Stocks
26
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%